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Brief: How Financial Advisors Can Build a Modern Approach to Building a Client Base

Sales performance improvement

financial advisor client base building

20 August 2020Brief

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What’s Inside

Financial advisors are approaching a critical juncture. Factors like fee compression, market volatility, and complexity of investor needs has intensified the challenge of earning new clients.

While each of these characteristics presents challenges, they also represent opportunities for financial advisors who are equipped to engage clients in collaborative dialogues.

In the brief, How Financial Advisors Can Develop a Modern Approach to Building a Client Base, we offer a framework that enables financial advisors to overcome these three challenges and position themselves as a solution that can serve clients at every stage of their lives.

We explain how to: 

  • Understand the client’s range of needs
  • Address the client’s emotions
  • Offer simplified solutions in clear language

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