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Elite advisors lead the field in client acquisition for a reason – they are more consistent with relationship marketing strategies. By deepening connections with clients, prospects, and centers-of-influence, they generate referral flow that’s hard to match.
There is a major opportunity for advisors who know how to leverage social media to both build loyalty and find new opportunities. Are you engaging clients? Are you getting in front of prospects? Social networks make this possible in a big way. Let us teach you advanced social media strategies that work for financial advisors.
Elite Teams lead the field in client acquisition and client retention for a reason – they have quality leadership, the right people in the right roles, and continually work to improve. Our research has identified 15 repeatable behaviors that propel these teams to the highest levels of achievement.
We’ve spent the last 15 years training new advisors at various major firms. Our sweet spot is teaching them effective, scalable marketing routines that work with limited budgets and networks. With consistent work on their knowledge and skills, the sky is the limit.
