James Pollard – How to Keep Your Clients (and Bonus Newsletter)

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James Pollard – How to Keep Your Clients (and Bonus Newsletter)

James Pollard - How to Keep Your Clients (and Bonus Newsletter)

James Pollard – How to Keep Your Clients (and Bonus Newsletter)

$17.00

In stock

$17.00

(This course is available for immediate delivery!)Only 73% of millionaire clients are satisfied with their current financial advisor. I’ll show you how to improve that number.

Description

James Pollard – How to Keep Your Clients (and Bonus Newsletter)

James Pollard - How to Keep Your Clients (and Bonus Newsletter)

Here’s a sampling of what you’ll discover… 

  1. The one thing you must have before clients will let you manage a greater share of their assets.
  2. Why client-advisor relationships fail, and what to do to prevent it.
  3. Three things you should include in your client service agreement to increase the likelihood a client will stay with you.
  4. How to get inside your client’s mind to know what he or she thinks about your service. You can use this information to improve your business and attract even more clients.
  5. Two ideas you can put to use to improve your client’s experience.
  6. Dolly Parton’s “secret” for attracting clients to your business.
  7. Only 73% of millionaire clients are satisfied with their current financial advisor. I’ll show you how to improve that number.
  8. Client satisfaction is highest among clients who have discussed THIS with their financial advisor, yet only 46% of investors say they’ve done it.
  9. My counterintuitive advice about the bottom 10% of your clients has the power to strap a jetpack on your business growth.
  10. How often should you email your prospects? I’ll reveal why the commonly-accepted advice is dead wrong.
  11. Why client surveys can misleading, and what to do to make sure you only get the data that matters. 

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