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Three Facts and Needed Solutions.
Fact- Many affluent clients are dissatisfied with their existing advisor and are in the midst of a Great Reevaluation – They are seeking a new relationship. Help your advisors leverage this opportunity with the direct feedback from the affluent contained in my presentation How to Engage With Prospects & Move Their Business to You.
Fact- No longer are the affluent loyal to a “brand” or a firm. They are loyal to the experience they have with their advisor. Your advisors can capture prescriptive tactics to elevate their client’s experience (based on direct affluent input), contained in my presentation, Elevating the Client Experience and Creating Delighted Advocates.
Fact- Market volatility and inflation are increasing client demand and reducing business momentum. Help your team increase momentum and gain sustainable velocity by using the same three techniques used by legendary overcomers such as Michael Jordan, Jeff Bezos and even Oprah. All of which are detailed in my presentation, How to Overcome Obstacles & Achieve What You Rightly Deserve.
Next step? Reply to this post and let’s discuss which of the three above are a priority for you and how I can present the solutions at your next meeting.
Also, if you are not involved in choosing the next presentation at your meeting make your voice heard and feel welcome to forward this message to your firm or association meeting team as well as your sponsors.
As Bill Parcells said so well “Don’t let good enough be good enough.”
Thank you and I look forward to hearing from you.