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5steps-300pxLearn How to Turn Your Existing Clients into Referral Machines

There's a proven formula for creating valuable client relationships, and when mastered, those loyal clients will repeatedly and happily refer clients to you. This ebook covers the five eye-opening client retention truths that can help you turn existing clients into your personal walking ambassadors. The steps in this formula are rarely taught to financial professionals because many sales “gurus” don’t practice these steps themselves. Get the eBook now.

Build Valuable Client Relationships

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This content is for informational and educational purposes, and is not designed, or intended, to be applicable to any person's individual circumstances. It should not be considered as investment advice, nor does it constitute a recommendation that anyone engages in (or refrains from) a particular course of action. Individual results may vary based on a financial professional's skill level and competence.

References to the term “financial advisor,” “senior advisor”, “consultant”, “investment advisor” or use of the term “advisors” in general, refer to properly licensed or designated financial professionals under the Investment Advisers Act of 1940 and/or state blue sky laws. Financial Professionals should ensure they continue to follow the current policies and procedures of their broker dealer and/or registered investment adviser and the insurance carriers they represent on the use of any advertising, third-party materials, sales processes and/or social media/internet use.

This content is for informational and educational purposes only and is not designed, or intended, to be applicable to any financial professional or client's individual circumstances. Utilizing third party vendors does not absolve a financial adviser from their fiduciary responsibilities to their clients.

Financial Professionals should ensure they continue to follow the current policies and procedures of their broker dealer and/or registered investment adviser and the insurance carriers they represent on the use of any advertising, third-party materials, sales processes and/or social media/internet use. As it relates to office set-up broker dealers and registered investment advisors have specific signage requirements privacy policies and other supervisory controls requirements. This marketing piece in no way supersedes the requirements of a financial professional’s license requirement or the policies and procedures of your broker dealer or registered investment advisory firm.

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