Webinars With Industry Experts

Lock In Loyalty With Continuous Client Service

With the Great Recession looking like it’s finally behind us, now is the time to implement a strategy for “Continuous Client Service.”

As investors assess the damage and seek ways to recover, now is the time to focus on retaining relationships and bringing in new clients.

At this webinar, you’ll learn how to implement a Continuous Client Service by:

  • Setting your service goals
  • Assessing your strengths and weaknesses
  • Implementing service schedules for different client segments
  • Five phases of client meetings
  • Defining and planning client service events

Speaker John Anderson has 25 years of experience in financial services and leads Practice Management Solutions for SEI Advisor Network. He helps advisors grow their businesses, create operational efficiency, and differentiate their practices. Anderson also manages a team that provides investment research, case support, and analysis to SEI advisors.


This webinar is approved for IMCA® CE credit.

Questions?

How and why does the Advisor Products system work?

In today’s times, when consumers have become more demanding and tech-savvy, financial advisors must use content marketing to attract, inspire, engage, and convert their prospective customers.

A good content strategy is focused on developing and distributing consistent, valuable content to engage and retain prospective customers and target audience, via your website. Our content library provides financial advisors with fresh, high-quality financial content that is updated regularly, improving SEO along the way. And our automated e-newsletter and social media tools allow advisors to reach out to clients and prospects in an easy-to-use manner, providing frequent touch points for optimal brand building.

  • Differentiate you from competitors
  • Expose clients and prospects to your brand message more frequently
  • Build an ongoing relationship with customers
  • Increase your follows and fans on social media
  • Drive more prospects to your website
  • Help convert prospects into leads
  • Increase number of pages indexed in Google
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Seeing is Believing.

See how easy it is to get started with our all-in-one digital marketing platform that drives leads, encourages referrals and increases client engagement.

 

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