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Here's your potential:

In this signature ClientWise program, you will:
  • Engage in a discovery process with your top clients to uncover who will be your strongest advocates and who needs further nurturing
  • Engage, educate, and prime those clients who are capable of becoming a source of the right referrals 
  • Nurture and strengthen existing relationships with your loyal client advocates
This program is for:
  • Financial professionals who are dedicated to growing their practice
  • Financial professionals who know that 71% of top advisors' new business is generated by referrals from existing clients
  • Business owners, teams, and IARs

Expect to:

  • Engage with this program as a keynote, workshop, or breakout session

Harness the power of your loyal client advocates.