On February 9th, I will be speaking to 50 financial advisors on how to build their practices with both Focus and Engagement. Professional financial advisors are in the business of building relationships. I will introduce techniques to build meaningful immediate relationships with their prospective clients. I will also be introducing my new goal-setting process to keep them focused.
Tags: engagement, focus, Senior Advisory Group
Robert’s presentation on client engagement have been highly instrumental in modifying new and existing relationships between our advisers and their clients. The mutual benefit received by both parties is long lasting and turns clients into advocates. In the first month of 2011 one of the advisers Robert has been working with already wrote $800,000. Now that is powerful.