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ClientWise eXchange™ Learn
Building Loyal Client Advocates™
Here's your potential:
In this signature ClientWise program, you will:
Engage in a discovery process with your top clients to uncover who will be your strongest advocates and who needs further nurturing
Engage, educate, and prime those clients who are capable of becoming a source of the
right
referrals
Nurture and strengthen existing relationships with your loyal client advocates
This program is for:
Financial professionals who are dedicated to growing their practice
Financial professionals who know that 71% of top advisors' new business is generated by referrals from existing clients
Business owners, teams, and IARs
Expect to:
Engage with this program as a keynote, workshop, or breakout session
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Success in Succession™
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The Merger Maximizer™
Maximizer for Acquisition & Transition Success™
Professional Advisory Model™
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The Professional Advocate Program™