Build top-client loyalty and gain insight from your best customers through a client advisory board. Enlist the expertise and advice of your high-net-worth clients, and understand what products and services they most value and want you to deliver. This web-seminar focuses on building deeper relationships with top clients and leveraging outside resources to build your practice in a practical way.
A Client Advisory Board can build client loyalty and can become a main source for new client referrals. Financial advisors will learn how to:
- Identify the focus and structure of your client advisory board
- Develop a calendar with best practices
- Set meeting topics with occasional guest speakers
- Execute a follow-up communications plan
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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