How Advisors can Drive Acquisition, Retention & Cross-sell

Attend this webinar for 1 CE Credit!

Get your CE credit by clicking here to complete the quiz.

Join us for an insightful webinar filled with practical strategies and actionable insights on how to redefine your approach to client relationships and drive unprecedented success in acquisition, retention, and cross-selling.

During this CE-credit webinar, our expert speakers will guide you through 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.

Discover:

• Proven strategies for effective client acquisition and retention as a financial advisor
• Techniques to enhance client retention through exceptional service and personalized approaches
• How to work in periods and manage your calendar to optimize productivity and effectiveness
• The main components of a systematized financial advisory practice

How to earn your CE credits

To earn your CE credits, it is crucial to attend the entire webinar and achieve a minimum score of 80% on the concluding quiz. Upon successful completion, you will be issued an Advocis x Equisoft certificate via email.