Regional Events
Hosting Exceptional Client Reviews
In many instances, the review meeting is the only opportunity for an advisor to demonstrate true value to a client. Yet, we find many advisors do not have a formalized, structured process they can depend on to assist in their review efforts. Within this session, we will discuss, in detail, industry data and uncover what clients perceive as value drivers and how to incorporate these findings within all client communication. We will also offer a process and framework with which to support review processes.
Creating an Effective Service Model & Fee Schedule
During this session we will review how to construct client- facing materials designed to reinforce your service offering and walk through the various elements of a best-practice service model. Additionally, we will discuss recent industry data specific to client fees, different pricing models and review the importance of a documented fee schedule.
Marketing Today
If you stand in front of your office and Google “financial advisor,” does your name show up? Are you getting the “right” inquiries from your social media posts? Is your message getting to the prospects it is intended for? Within this session, we will review ways to update your marketing approach. Topics will include: search engine optimization, leveraging LinkedIn effectively, and building Ideal Client Profiles and Value Propositions.
