In an age when the lines of wealth management are blurred
and clients truly don’t know the difference between one
financial advisor and another.

We have developed a highly effective model called The ClientWise Conversation™.  This model provides the basis to re-engage with your clients to improve relationships, better understand how your clients experience you and your firm and identify those clients who might best become Loyal Client Advocates. 

Download a free copy of ClientWise Conversation™ and learn how to:

  • Five questions to more deeply connect with your clients

  • Ask clients to describe their experiences in working with you and your firm

  • Better understand which clients might be best suited to become Loyal Client Advocates