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
