Three High-Performance, Client Focused Strategies that Radically Grow Referrals & Profits

All New Webinar – Tuesday, November 5, 2013, 4:00 PM EST

67% of advisors say they have a ‘personal relationship’ with their clients. Only 38% of clients reported the same.”
-Accenture, Closing the Gap: How Tech-Savvy Advisors Can Regain Investor Trust, 2013

When you get client service right…

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Ultimate Client Experience Webinar

“The fastest-growing registered investment advisors in 2012 saw net organic growth rise five times faster than all other firms because they excel at delivering “the client experience” and as a result get more referrals.”
-Schwab Advisor Services Benchmarking Survey,, 2013

Mark Your Calendar

Tuesday, November 5, 2013, 4:00 PM EST
Cost: Complimentary
Featuring: Rob Brown, Founder, Encore Partners

Get actionable ideas that you can apply to your practice right away!


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