INTERACTIVE LIBRARY
A resource
presented by

YOUR BIGGEST FAN:
HOW TO MAKE YOUR CLIENTS
YOUR ADVOCATES

The mundane task of onboarding a new client is seen as more pain than joy, but it’s actually a perfect opportunity to immediately solidify the relationship and have your client acting as your advocate in the referral process. The following whitepaper reveals how it’s done, and why a successful onboarding strategy can be a critical competitive differentiator for smart advisors.
The mundane task of onboarding a new client is seen as more pain than joy, but it’s actually a perfect opportunity to immediately solidify the relationship and have your client acting as your advocate in the referral process. The following whitepaper reveals how it’s done, and why a successful onboarding strategy can be a critical competitive differentiator for smart advisors.
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chapter 1

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The Now Factor

chapter 1

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The Now Factor

Forget the “wow” factor; today it’s the now factor. Read more about this new trend.

Forget the “wow” factor; today it’s the now factor. As an increase in technology, competition and client expectations converge in the perfect storm of the “now” factor—on-demand services that fit with the client’s particular needs and the method in which they receive information.

chapter 2

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Exceeding Expectations

chapter 2

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Exceeding Expectations

Focus on striving to deliver surprisingly high levels of client service in unexpected areas.
Focus on striving to deliver surprisingly high levels of client service in unexpected areas and at unexpected times is often enough to turn a person from just another client to enthusiastic advocate for you and your practice.
chapter 3

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Scalable Onboarding

chapter 3

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Scalable Onboarding

Discussing affordable and centered efforts that focus on clients that will bring an exponential return to your business.
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chapter 4

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9 Client Onboarding Strategies

chapter 4

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9 Client Onboarding Strategies

View 9 strategies from top-performing financial advisors.
Successfully integrating new client relationships is one of the best ways financial advisors can lay the foundation for a fruitful and long-lasting partnership. View 9 strategies from top-performing financial advisors.
chapter 5

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Additional Keys to Success

chapter 5

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Additional Keys to Success

Additional ideas on how to connect to your clients and allow them to compare the advisor’s services to previous experiences.
conclusion

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Final Thoughts

conclusion

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Additional Keys to Success

Final thoughts on connecting with your clients and making them advocates of your service.
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chapter 1

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The Now Factor

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chapter 2

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Exceeding Expectations

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chapter 3

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Scalable Onboarding

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chapter 4

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9 Client Onboarding Strategies

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chapter 5

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Additional Keys to Success

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conclusion

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Final Thoughts

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