Client Acquisition & Business Development Communication

Communication strategies specifically designed to attract new clients and expand your financial advisory business.

• How to Form Strategic & Targeted Networks for Referrals

• Improving Referral Generation

• Tactical Leveraging of COIs (Centers of Influence)

• Creating Effective Sales/Pitch Decks

Client Relationship & Retention Communication

Communication techniques essential for building strong, lasting relationships with existing clients and building loyalty.

• Questioning & Listening Techniques for Referrals & Reciprocity

• Developing Dynamic, Long-Term Client Relationships

• Creating Personalized Client Messages & Recommendations

• Analyzing Client Situations & Crafting Relevant Recommendations

• Utilizing Wealth Stories in Client Messaging

Persuasion & Behavioral Communication

Nuanced communication skills required to guide clients through challenging decisions, overcome resistance, and tailor your approach to different client demographics.

• Identifying & Handling Various Types of Client Resistance

• Helping Clients Through Challenging Process of Changing Attitudes & Behaviors

• Appealing & Selling to Clients of Different Ages

• Crafting Advisor Communication Strategies with Age as a Consideration​