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How to find $500,000 in new client assets every week

On Thursday, October 19th, I hosted a webinar on how to find $500,000 in new client assets every week.  

If you missed it, you can listen to the recording here.  

Why did I a host a webinar on this topic?  Because most financial advisors think they control most of their clients’ assets.  But here’s the truth:

On average, advisors control only 40-50% of client assets.

How do I know?  Because over the last forty years, I’ve coached thousands of advisors on how to FIND MORE MONEY, and the result is almost always the same:

They’ve discovered tens of millions
in assets they didn’t even know existed.
 

That’s why on this webinar, I demonstrated the client marketing best practices that typically lead to $300,000-500,000 in new client assets every week!    

If you missed it, you’re in luck, because we got a great recording.  It’s posted on the GoToWebinar site here    

new client assets webinar

Find the Money: How to Find $300,000-500,000 in New Client Assets Every Week

 

Why should you listen?  Because in this recording, I will show you:

  • The #1 rule of client marketing all financial advisors must follow
  • The 6 steps to near-perfect client retention
  • 7 questions to ask your clients that will help you find $300,000-500,000 in out-of-house assets every week
  • How to capture all the assets you find
  • And more!

Think your own client marketing is up to snuff?  Not sure whether you need to listen to this recording?  There’s an easy way to find out.  Ask yourself the following questions:

  Your answer What the best FAs are currently doing
What percentage of your client assets do you currently hold? ? 80-100%
On average, how much in new assets do you find from existing clients each week? ? $300-500,000
On average, how many new referrals from clients do you get per month? ? 15% of our clients should provide a referral and 60% of those should close.
What’s the minimum personal contact level for clients? ? At least once every 90 days
How often do you send written communications to your clients? ? At least once every month
What percentage of your clients are you the sole provider for? ? At least 75%

If your own answers don’t quite match up with what the best financial advisors are doing, then I strongly suggest taking an hour to listen to this recording. 

 

Find the Money: How to Find $300,000-500,000 in New Client Assets Every Week

Listen to the recording by clicking here.

But wait!  There’s more!

As a special “thank you” for listening, I will send you a free copy of my guidebook, Client Marketing the Good Way.  It’s full of useful information you can use to strengthen your client relationships, build client engagement, and even generate more referrals. To get it, all you have to do is listen to the recording and fill out the post-webinar survey.  (The link to the survey is in the recording itself.)

So if you want to grow your business in 2018;

If you think there’s even a slight chance your clients have assets you don’t know about;

If you want to find $300,000-500,000 in new client assets every week;

You need to listen to this recording. 

Find the Money: How to Find $300,000-500,000 in New Client Assets Every Week

Listen to the recording by clicking here.


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