WEBINAR: Using Client Feedback to Improve Client Relationships and Generate Referrals

September 25, 2024

This session of the Equita Financial Network’s Inspiring Insights Webinar Series uncovered the strategies and lessons learned by WealthChoice, a leading wealth management firm, through their feedback and client-building process. WealthChoice founder Bridget Grimes led the session. She is joined by marketing communications consultant Marie Swift of Impact Communications. Grimes and Swift developed a bespoke client feedback program for WealthChoice. In this Inspiring Insights webinar they share their experience and insights.

Watch to:

Learn how to effectively gather and use client feedback
Improve the client experience
Generate more referrals and positive reviews online
Stay top-of-mind with your best clients and solidify their loyalty

Watch Replay Here

About Bridget Grimes

When women are at a crossroads and challenged to make tough decisions, they need a community of support. Bridget Grimes became a CERTIFIED FINANCIAL PLANNER™ (CFP®), fiduciary advisor, educator, and speaker to make a difference in this regard.

Over the course of several decades in finance and corporate America, and having personally experienced the barriers women in business face, she found her passion to help women succeed in life and in their careers.

In 2016, she founded WealthChoice, a fee-only (commission-free) financial planning firm focused on helping women executives and their families live life on their terms. Launching WealthChoice was the culmination of years of working with career women and helping them overcome challenges to financial security.

Grimes also launched the WealthChoice Community, an organization that hosted guest speakers who covered critical career, business, and quality of life topics. The WealthChoice Community also provided the valuable benefit of assembling like-minded women for networking purposes, provided support for one another, and fostered meaningful conversations.

Building on that sense of community, in 2018 Grimes co-founded with Katie Burke, CFP(r) Equita Financial Network, a powerful community for women-led financial planning firms, offering a proven platform that includes all the necessary resources to run a comprehensive financial planning firm including professional, outsourced investment management services.

Grimes strives to be a connector and collaborator and prides herself on being a valuable resource to her clients, WealthChoice Community, and advisors in the Equita Financial Network. She is available to speak on topics ranging from the key challenges and derailers of women professionals to emergency continuity planning.

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