Client Acquisition and Retention: Optimizing the Advisor’s Toolbox

The American psychologist Abraham Maslow… recognized that humans have a cognitive bias that predisposes us to an overreliance on a familiar tool. We see this predisposition across many professions, from surgeons to computer programmers and, yes, even with psychiatrists. As it relates to financial advisors and their efforts around client acquisition and retention, the tools […]

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Client Acquisition and Retention: Optimizing the Advisor’s Toolbox

Client Acquisition and Retention: Optimizing the Advisor’s Toolbox

The American psychologist Abraham Maslow…

recognized that humans have a cognitive bias that predisposes us to an overreliance on a familiar tool. We see this predisposition across many professions, from surgeons to computer programmers and, yes, even with psychiatrists.

As it relates to financial advisors and their efforts around client acquisition and retention, the tools available to them are familiar ones, e.g., e-mails, seminars, social media, etc. Yet, like the hammer, these tools may be used more out of habit or convenience, without regard to whether the opportunity in front of them is a nail or a screw.

In this white paper, Client Acquisition and Retention: Optimizing the Advisor’s Toolbox, we explore how advisors can better integrate tools, create relevant messaging, and target audiences in order to drive optimal client acquisition and retention results.

Download the Full White Paper Here

About The Author

Bill Betz

 

Marketing Communications Coordinator 
631.439.4600, ext. 180 

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