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Thursday, March 10 – Effective Ways to Remain Top of Mind with Clients (Webinar)

March 10 @ 9:00 am - 10:00 am

Program Overview

Sending timely, helpful industry updates and economic insights are just some ways advisors can inform and educate clients. However, great advisors show there’s more to their client relationships than simply watching markets. They know hard-mailing correspondence leaves a lasting impression. They diligently watch information that’s relevant to their clients’ lives beyond just market movements.

You will learn:

– What type of information clients love to receive and how to find it
– Useful ideas for deepening client relationships
– How to make clients feel like you really know and care about them
– Special occasions to connect with clients that will delight them
– How to leverage strong client relationships for great referrals

Featured Speaker:

Paul Kingsman is National Director of Practice Management at Ash Brokerage where he works directly with financial advisors. He helps them focus on what matters most, gain control of their business and succeed sooner. Paul is a sought-after expert on being distraction-proof. He trained for 13 years to swim a two-minute backstroke event at the Olympic Games, and won the bronze medal by only four one-hundredths of a second. He has worked in the financial services industry since 2001. During that time, he’s spoken to many advisor groups and coached a number of them individually. Most recently he was with a wealth management firm in the San Francisco Bay Area. As an Olympic medalist, he knows best principals and processes to succeed in a highly competitive environment. As a former financial advisor, he understands what works in the real world, teaching practical, actionable solutions to advisors’ everyday challenges.


March 10
9:00 am - 10:00 am
Event Category:


Online Webinar