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