The First 90 Days—Turn New Clients into Raving Fans скачать в хорошем качестве

The First 90 Days—Turn New Clients into Raving Fans

The way you welcome new clients says everything. Get it right, and they feel confident, cared for, and excited to work with you. In this workshop, Elise Lambert, Director of Product and Enterprise Marketing, at FMG, will show financial advisors and their office support team how they can systematize the first 90 days to spark client loyalty that lasts for years. This session will show you how to use FMG’s tools and content to make those first 90 days smoother for you, more memorable for them, and easier to repeat again and again. You'll learn how to: 💪 Kick off strong: Launch a repeatable new client welcome series that feels personal. 🚚 Deliver quick value: Reduce questions by sharing high-value content, such as a new client eNewsletter and FAQs. 👋 Engage early: Use surveys and check-ins to gather feedback and strengthen relationships. 💫 Add the wow factor: Create personal touches like new client events or appreciation gifts. ► Subscribe to our Channel: https://ow.ly/LB3m50OM1RN ► Find us on Twitter: @FMGsuite ► Find us on LinkedIn: /FMG #WealthManagement #FinancialMarketing #InvestmentManagement #ClientOnboarding