42. Building Stronger Client Relationships Through Behavioral Finance, with Jerry Szatko of Unitifi
Communication is key in advisor-client relationships.
“How do you communicate with clients effectively without understanding their behavior and personality?” Jerry Szatko, CEO of Unitifi, asks.
Jerry and Unitifi, a wealth management technology, believe in behavioral finance as a tool to help advisors better communicate with clients.
Jerry joins us to discuss how Unitifi identifies personality attributes and behaviors in clients and prospects, then provides advisors with tips on how to use those insights to strengthen relationships.
Episode 41 of “On the Circuit” was recorded at the Nebraska FPA Wealth Management Conference in October 2023 in Omaha.
“On the Circuit” is a podcast where conversation sparks innovation, hosted by Johnny Sandquist from Three Crowns Marketing. Season 2 finds Johnny recording live conversations with guests at industry conferences like Fearless Investing Summit and Nebraska FPA Wealth Management Conference (Johnny loves a good industry conference). In these jam-packed episodes, guests share advice, insights and dreams for the future of the industry.
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