Driving Enterprise Growth
Includes Q&A - with Duncan
Tuesday, December 17th at 12 pm ET
For RIA and Broker/Dealer enterprise leaders, the mandate is clear: scale advisor impact, retain valuable clients, and drive net new assets. But achieving these goals across a large advisory team requires a strategic approach that balances growth with high standards of client engagement.
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Clients to Advocates
2024-08-12 • 1 min video

Transforming Prospective Clients into Loyal Advocates: A Guide to Effective Client Engagement

Many professionals struggle with transitioning prospective clients into loyal advocates. Ineffective onboarding and service models can lead to missed opportunities and strained relationships.

Focus on a seamless onboarding experience to fast-track clients to advocate status. Develop a service model that counters buyer's remorse and ensures promises are consistently met. Use a service mindset with a focus on qualification and inquiry to build long-term relationships and enhance client satisfaction.

Discover how to refine your client engagement strategy for lasting success by streaming the entire newest episode of the "Always On with Duncan MacPherson" podcast, featuring Daniel Burns and Stephen Comerford, at one of the following links:

Apple Podcasts: paretosys.co/ao_ap 
Spotify: paretosys.co/ao_sp
Find Your Channel: paretosys.co/ao_bb

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