From Ordinary Client to Marketing Apostle in 100 Days will show you, step by step, our proven process for building the deep client trust and satisfaction that directly prompts in introductions to new qualified clients.
You will discover how to:
- Uncover your client’s most cherished values and goals—something no other advisor they have ever worked with has done
- Place the focus on achieving what is most important to the client—and not on the technical aspects of investment management
- Easily ask for—and quickly receive—additional assets to manage and qualified referrals—all while positioning yourself as the go-to advisor in the client’s community
- Identify unmet client needs beyond investment management, along with the opportunities to meet those needs and serve your client even better
- Make your client experience process highly scalable to serve more and wealthier clients
Save your seat today!