At the end of the day, you shouldn’t think of building and maintaining relationships as extra work. Instead, think of these things as an insurance policy for your business. When you remain committed to your clients on a genuine, human level, you’ll be rewarded with increased retention rates and plenty of referrals that will grow your book of business significantly.
The Institute for Innovation Development is an educational and business development catalyst for growth-oriented financial advisors and financial services firms determined to lead their businesses in an operating environment of accelerating business and cultural change. We position our members with the necessary ongoing innovation resources and best practices to drive and facilitate their next-generation growth, differentiation and unique community engagement strategies. The institute was launched with the support and foresight of our founding sponsors - Pershing, Voya Financial, Ultimus Fund Solutions, Fidelity, and Charter Financial Publishing (publisher of Financial Advisor magazine). For more information, click here.