client engagement

Marketing has two critical facets: external 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 this ClientWise Learning Tool, 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