The Six Rules for Building Better Connections

The Six Rules for Building Better Connections with Shannon Rosic

In this week’s episode of Milemarker’s Connected Podcast, I talk with Shannon Rosic, Director of WealthStack Content and Solutions for Informa. Shannon talks listeners through why advisors need to care about keeping up with trends like digitization and AI as well as what it takes to stand out in today’s crowded industry.

Shannon also shares her six rules for building connections and talks about the lessons learned from her love for horses.

Here are a few key takeaways from this week’s ep:

1. Building connections is crucial in the finance industry and can be achieved through remembering names, finding common ground, active listening, asking questions, minding body language, and reserving judgment.

2. The wealth management industry is experiencing constant changes in the tech stack and digitization of client experience.

3. Advisors need to shift their focus from retirement to helping clients navigate the decumulation phase and address the challenges of increased longevity and financial care.

4. Data and AI are becoming increasingly important in the industry.

5. Authenticity and consistency are keys in branding and marketing.

The episode is available now on your favorite podcast platform:

• Spotify

• Apple Podcasts

• Youtube

• Google Podcasts

While there, please don’t forget to Download, Like, and Subscribe.

If you’d like to schedule a time to talk with me about anything we cover on our podcast or Milemarker, click here to grab 15 minutes.

Kyle Van Pelt