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Description
An advisor's guide to client acquisition guides financial professionals through one of their top priorities - efficiently and effectively acquiring new clients. In this session we will cover key parts of the client acquisition strategy:
Learning Objectives
• Clients will understand the clear, client-focused services their financial advisor provides through a clear value proposition.
• The advisor will define clear goals with the client so goals are specific and will help achieve these goals in the future.
• This program helps advisors create a digital strategy to allow clients to feel confident their goals are being met. Calendars to share with the client to show exactly what events are planned for them and also scheduling regular performance reviews.
• This program help advisors work effectively with their clients’ COIs so common goals are aligned.