Advisors: Retain or Lose Shoppers Primarily based on Your Communication Strategy

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Be part of us to discover the essential position that advisor communication performs in consumer retention and progress! Efficient communication has change into an indispensable ability within the fiercely aggressive monetary business, the place purchasers anticipate personalised, clear, and immediate interactions. Attendees will depart this session with a deeper understanding of the next:

How purchasers view present advisor communications, what purchasers are asking for, and the results of insufficient advisor communications.

How one can decide to a cadence of communication, creating new contact factors and alternatives primarily based on what purchasers are in search of at present. We are going to share greatest practices to make sure you stroll away with attainable objectives.

What increased AUM purchasers search, and urged techniques for assembly these wants. Understanding your purchasers higher means you’re higher outfitted to assist them attain the objectives alongside their plan to monetary success and safety.

CIMA®, CPWA®, CIMC®, RMA®, and AEP® CE Credit have been utilized for and are pending approval.

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