The ClientWise Conversation™

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, it’s important to understand
how they perceive you and your services.

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 Free The ClientWise Conversation™

  • 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