Ep 8: Meeting Your Clients' Needs In A Dynamic World with David Drummond
Episode description
The world around us is constantly changing and it's important that we are able to adapt in our business appropriately to better serve our clients. That's exactly what David Drummond has perfected in his practice. We talk to David about how COVID-19 has changed the way they do business, and the importance of continually making an effort to meet your clients' needs as the world around them advances and moves forward.
About David Drummond:
David is a financial advisor in South Florida and works alongside his brother serving the Miami-Dade area.
Drummond Brothers Facebook Page: https://bit.ly/3aqzpry
BENCOR Facebook Page: https://bit.ly/3qqu4WD
Key Moments:
2:28 - What Did The First Months Of The Pandemic Look Like?
6:57 - Client Expectations
10:13 - Challenges Of Getting Authenticity Through A Screen
16:01 - Diversification Of Business
20:02 - Listening To Clients & Meeting Their Needs
29:58 - Plans For 2021?
Contact Retirement Inside Out:
Email: [email protected]
Phone: 800-527-1155
Web: figmarketing.com