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Now may seem like the time to concentrate on proving your worth to your current clients. But it's also a perfect opportunity to acquire new clients. Last September, The Wall Street Journal cited a study from Prince & Assoc. which stated that 81% of affluent investors plan to move at least part of their business to a new advisor.
Sounds scary? Actually, it's just the opportunity you've been looking for. These accounts are up for grabs, and we're here to help you reach for them with our top-of-the-line practice management site AdvisorMaxnow free of charge!
Of course, this isn't easy, given the current market and the skepticism of many wealthy Americans regarding financial advisors. But Bill Cates, creator of the Unlimited Referrals Marketing System, will help you to understand and communicate the value you bring to your clients in his coaching session, Strategies to Acquire Clients in a Volatile Bear Market, on March 25 at 2 p.m.
Once you've learned the best way to get yourself out there, the first client meeting is the next crucial step in landing new business. In her coaching session, 7 Mistakes Advisors Make in the First Client Meeting, on Feb. 18 at 4 p.m., Katherine Vessenes, president of Vestment Advisors, will show you how to turn common mistakes into competitive advantages by using techniques that will "wow" the client.
And finally, once you've acquired those new clients, Advisor Impact President Julie Littlechild will teach you how to use key tactics to ensure that all your client relationships-both new and old-are profitable, in her coaching session, A New Model to Improve Client Profitability, April 8 at 4 p.m.
Visit www.AdvisorMax.com today for helpful, relevant advice on finding and landing those essential clients.
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