Building Loyal Client Advocates Program
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