James Pollard – How to Keep Your Clients (and Bonus Newsletter)
James Pollard – How to Keep Your Clients (and Bonus Newsletter)
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Description
James Pollard – How to Keep Your Clients (and Bonus Newsletter)
Want to hear something terrible?
According to a study done by PriceMetrix, as a financial advisor, you will lose 10% of your clients every year.
Chop! Gone. Whether you like it or not.
Households with $100,000 in assets are more likely to leave you. This year.
Imagine if you lose 13% of your income in the next year.
This means throwing away $11,768 for the average financial advisor. That is a normal year. It could be worse.
That money can not be used to help your community, save for your children, or invest for your future.
You didn’t know a few simple strategies to keep your clients.
The Harvard Business Review reported that. It costs anywhere from five to twenty-five times more to acquire a new client than it does to retain one. The actuarial loss is much higher.
I will show you how to stop the bleeding.
The average person doesn’t get much from buying any how to information. My references are only used for example purposes.
Your results will be affected by many factors, including but not limited to your background, experience, and work ethic.
Risk as well as massive and consistent effort and action are required in business. Do not get this book if you are not willing to accept that.
Let me show you…
Exactly What You’re Getting…
I help financial advisors get more clients. When you help advisors get more clients, they want to know how to keep them.
That is where this book comes in.
There is no fluff in this. A quick, to-the-point guide to keeping your clients and increasing share of wallet gives you actionable strategies that are working right now.
It is easy to read.
You can read it in an afternoon.
Here’s a fraction of what you’re getting…
- Three “big picture” ideas that will help you retain and grow your client base faster than ever before. Without these ideas, you’ll stay stagnant and your income will remain flat. Page 4.
- The “Dale Carnegie Secret” which causes your clients to become fiercely loyal to you. You may have read “How to Win Friends and Influence People”, but I doubt you picked up on this little gem. Page 6.
- 57% of your clients are unhappy with you because of this one thing (and it’s a simple fix). Page 7.
- One of the biggest reasons clients fire financial advisors is because they’re slow to return phone calls. I’ll reveal exactly how fast you should be calling back – never lose a client because you were “too slow” ever again. Page 8.
- What financial advisors with 100% wallet share are doing differently from everyone else. I’ll show you how to get the money that your clients are hiding elsewhere to you (where it belongs). Page 10.
- Most advisors have their financial planning process backwards… and it’s causing clients to walk out the door. Here’s what you should be doing instead… Page 12.
- A whopping 84% of pentamillionaire households expect their financial advisor to earn this status. If you have any clients with $5 million or more, this single tip will be invaluable to you. Page 15.
- Three of the biggest regrets expressed by retirees – if they could do it all over again, they would do these three things differently. You can add tremendous value to your clients by helping them avoid these painful regrets. Page 16.
- The root of ALL persuasion. Have you ever noticed how some people seem to effortlessly influence others? This is how they do it. Page 19.
- One simple thing you can do online that will get prospects begging to set an appointment with you. Page 21.
- The single biggest factor in client retention. This one thing explains – more than anything else – why clients become unerringly loyal to their advisors. Page 23.
- How to make clients 300% more likely to add assets with you. Page 24.
- Who is more likely to stay with you? A 30 year old or a 50 year old? How about a $100K household or a $500K household? I’ll reveal the answers, and much more. Page 28.
- Clients always act rationally, right? WRONG. You and I both know that’s not true, and here’s how you can use your clients’ built-in “emotional trigger” to your advantage. Page 31.
- And much, much more…
This is just the beginning.
Sale Page: https://www.theadvisorcoach.com/how-to-keep-your-clients.html
Archive: https://archive.ph/wip/22jFb
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