Webcast
Maximize Client Relationships and Generating Client Referrals
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Upon confirmation of your payment you will receive directions of how to log in to the event.
Any questions regarding this event please contact
Dawn Zarcaro (732) 450-8866 ext. 22 [email protected]
Note: This paid registration will admit ONE PERSON only. Any others logging in using that link will cause all parties to be removed from the event. No refund will be given if this should occur.
October 10, 2019
2:00PM - 3:00 PM ET
Summary
In an increasingly competitive financial advisory environment, financial advisors need to look at every opportunity to grow their practices. Most financial advisors can dramatically increase their revenues by strategically enhancing their relationships with their affluent clientele. Furthermore, financial advisors can take steps to motivate their wealthy clients to provide high-quality referrals.
Join Russ Alan Prince and Brett Van Bortel, leading authorities on the private wealth industry, for a dynamic discussion of the most powerful ways to significantly create greater value for you and your wealthy clients.
Key Insights and Actionable Strategies:
• Learn how to effectively profile wealthy and successful clients to identify new business opportunities, as well as generate new client referrals.
• Become proficient in identifying situations to deliver greater value to your wealthy clients.
• Understand the processes involved in determining additional ways to work with your wealthy clients and winning the business.
• Learn the value of client-centric marketing plans and their ability to help drive a financial advisor’s success.
Each attendee will receive a copy of:
The Whole Client Model: Being Client-Centered + Significant Business Success
This webinar will not be archived.
Speakers
President
R.A Prince & Associates
Brett Van Bortel
Director of Consulting Services
Invesco Consulting
Brett has developed and delivers numerous consulting programs designed to increase the profitability, effectiveness and productivity of financial advisors. As a speaker and consultant, his focus is helping advisors in the building of strategic partnerships with attorneys and CPAs. He has authored many books and is a regular contributor to FA magazine.