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Sales Growth for Advisors
Cultivating the Human Side of Financial Advising
In this webcast, Laurie Peterkin, Senior Wealth Advisor and Portfolio Manager at Scotia Wealth Management, shares strategies for enhancing the human element in your practice.Watch Video -
Sales Growth for Advisors
Building and Managing Client Relationships
During this engaging session, Jami Monte, CEO and Founder of Monte International Inc., explores essential strategies for cultivating and managing client relationships to help you grow your financial advisory practice.Watch Video -
Sales Growth for Advisors
How to Create an Effective Cross-Selling System for Your Practice
Find out how to create a consistent, repeatable and successful cross-selling system to drive revenue growth for your practice.Read eBook -
Sales Growth for Advisors
KYP in Action: Tips and Tools to Build Client Value
Discover actionable strategies and best practices to enhance your KYP process, empowering you to provide tailored, informed advice that truly serves your clients' best interests.Watch Video -
Sales Growth for Advisors
5 On-boarding Best Practices for Creating Great Client Relationships
Best practices for getting client on-boarding right every time, so that you can build great, long-term client relationships.Read Article -
Sales Growth for Advisors
How to Leverage Comprehensive Financial Planning for Effective Acquisition, Retention, and Cross-Selling
Through thorough and personalized financial planning, elements of acquisition, retention and cross-sell become seamlessly intertwined, enhancing overall client satisfaction and long-term engagement.Read Article -
Sales Growth for Advisors
[Workbook] The Ultimate Checklist for Nurturing Client Bonds and Maximizing Retention
Invest in your relationships and secure long-term success with this Financial Advisor Client Retention Workbook.Download Workbook -
Sales Growth for Advisors
[Workbook] Mastering Client Meetings: 20 Questions Financial Advisors Should Ask
Featuring 20 thought-provoking questions designed to uncover clients' needs, goals, and aspirations, this workbook provides practical guidance for structuring effective conversations and building strong rapport.Download Workbook -
Sales Growth for Advisors
[Workbook] 5 High-Value Activities to Optimize Your Spare Time
This workbook is designed to help you identify and prioritize different growth activities and figure out how to most effectively utilize the time gained by implementing your CRM.Download Workbook -
Sales Growth for Advisors
3 Ways to Convert more Prospects to Clients Using Equisoft/connect
Advisor-specific CRMs are invaluable tools that help advisors define their ideal prospects, ensuring they align with desired client profiles. Read on to learn the three ways to convert more prospects to clients using Equisoft/connect.Read Article -
Sales Growth for Advisors
How Advisors Can Use Technology to Boost Sales & Interactions
Explore how the strategic use of CRM and FNA solutions allows you to allocate more time to high-value tasks and meaningful client interactions, elevating your practice.Read Article -
Sales Growth for Advisors
How Advisors can Drive Acquisition, Retention & Cross-sell
Delve into proven methods to attract and acquire new clients, tactics that foster loyalty, trust, and long-term partnerships with your existing client base, and strategies to leverage opportunities within your client relationships.Watch Video -
Sales Growth for Advisors
A New Approach to the 30-Second Pitch
Sometimes bluebird opportunities will present themselves, and when they do, advisors need to be ready to capitalize with an effective thirty-second pitch.Read Article
