WEBCAST

Generating Continuous Client Referrals
 

2:00PM - 3:30PM ET

Presented By

Russ Alan Prince President, R.A. Prince and Associates, Inc.; Executive Editor, Private Wealth magazine

and

Brett Van Bortel Executive Director, Invesco Consulting

According to the research, client referrals are the #1 source of new clients for financial advisors. At the same time, the great majority of financial advisors are not getting as many client referrals as they want and they are having a very difficult time motivating their clients – including their better clients – to provide referrals.

Join Russ Alan Prince and Brett Van Bortel, leading authorities on high-net-worth markets, for a dynamic discussion of three proven powerful business development strategies that can enable financial advisors to create a steady stream of new client referrals…

• Preferrals: Nearly nine out of ten financial advisors say they do not ask clients for referrals. The simple truth is asking for referrals for many financial advisors is awkward, “salesy” and uncomfortable. Preferrals is a research based solution to this rock and a hard place problem.

• Advocasions: Every financial advisor has a massive referral source available to them in the form of untapped advocacy with their existing best clients. However, the “Client + 1” event model just doesn’t draw people out anymore. Advocasions presents a new client event structure that gets the right turnout, and generates one-on-one meetings with a client’s peers, friends, and family, helping the financial advisor to tap into that dormant client advocacy.

• Leading with Product: Even with investment management being commoditized, there are tax-based solutions that can be leveraged to increase a financial advisor’s assets under management and help motivate clients to refer.

Each attendee will receive a copy of :

• The Whole Client Model: Being Client Centered + Significant Business Success (a $99.99 value)

Registration: $49.99

This webcast will not be recorded.

Produced by