You need to continually touch your existing clients not only with information that is useful to them about their current financial situation, but about your unique value proposition and the full range of your services.
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
