Take client communication to the next level through high impact client events. This web strategy session covers how to use the Top Client Background Chart to group common interests and create targeted events for your clients - from cost-effective lifestyle events and investment seminars, to client meetings and client advisory boards.
High impact client events can help you lock in top clients and automate referrals. Financial advisors will learn how to:
- Understand the interests and needs of top clients
- Simplify event and seminar planning through four steps
- Deliver cost-effective events with a WOW factor
- Build multigenerational ties through family meetings
- Trends & Implications for Your Business
About the Web Seminar Series: Create Alpha In Your Practice
Morningstar and The Connected Advisor have launched the new series of practice management Web strategy sessions to help financial advisors realign and focus their practice to be more productive and profitable. The sessions will focus on branding a practice for a competitive edge, capturing new assets and rollovers, retaining top clients and gaining referrals. After each session one or two follow-up communication tools will be emailed to reinforce the strategy and share success stories.
©2010 Wilke & Associates, Inc. All rights reserved.
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Maureen Wilke | Bio
Co-Founder
The Connected Advisor Practice Management Systems
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Leslie Banks | Bio
Director of Marketing, Financial Communications Business
Morningstar, Inc.
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