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Six best practices for standout client communication

At one time, clients would be satisfied with periodic phone calls and an annual review. This talk highlights six best practices to ensure client satisfaction with communication:

  • Why financial plans are the foundation of client communication
  • The power of proactive calls
  • Two minutes that pays big dividends
  • How a meeting agenda makes meetings more effective
  • Putting the 50/50 rule into action
  • Why a meeting isn’t over when clients walk out the door

Well thought out and insightful
“A well thought out and insightful presentation to our Chairman’s Club qualifiers ….great response to your single-minded focus on what it takes to bring new clients on board.”
HSBC Securities
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Top rating
“Your talk set itself apart by the practical advice and fresh thinking on referrals … you got top rating from our audience”
Manulife Financial
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Fabulous talk
“A fabulous talk with great energy … you kept a tough audience engaged at the end of two long days”
RBC Asset Management
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