Resource for Financial Advisor Marketing:  
11 Client Engagement Marketing Ideas™

Marketing has two critical facets: exernal and internal. All too often, financial advisors neglect internal marketing efforts, those that focus on current clients. To deepen your relationship with current clients, retain them and convert them into Loyal Client Advocates™, you must engage with your clients on a regular basis.

In another of our ClientWise Learning Tools series, we’ll show you how to:

  • Keep current clients informed of your unique value proposition and the full range of your services
  • Cross sell services to existing clients to provide them with a complete wealth management service model
  • Reinforce your relationship and gain referrals