Practice Management
Connecting with Clients & Prospects
At the end of the day, it is all about the clients. Whether you are creating an extraordinary event experience to show your appreciation or trying to get your name out there to meet new prospects, we have ideas that can help.
Maximizing Referral Sources
As you work to grow your practice, the importance of a strong referral network cannot be overstated. Our 15-page referral guide (coming soon) is full of actionable tips, verbiage, case studies, and more to help you identify and nurture your best advocates.
Social
Social media helps you grow relationships in a scaled way. It allows you to showcase expertise, stay informed about industry trends, and connect with and deepen relationships with clients and prospects. Our free LinkedIn checklist provides a few simple pointers to help you upgrade your online presence and get more from this powerful, free tool.
Events
In-person gatherings can be an important part of your marketing and retention strategies. Our seasoned events team has shared these resources to help you create the best possible experience for your clients and prospects.
Audience: 40+ professionals to retirees
Presentation Description: Estate planning should be on everyone’s radar. It is important to document wishes and account for any unique family dynamics. Whether your clients are looking to update their plan or create a new one, start the dialogue on estate planning with this presentation.
Request a version customized with your logo
Follow Up Resource: Estate Planning Guidebook
This guidebook explores a variety of unique family situations and corresponding estate planning recommendations. Your clients will appreciate the case studies, best practices, and a checklist to get them started.
Audience: Young professionals, college students, recent graduates, OR promote to your older clients for their children/grandchildren to help engage the next generation
Presentation Description:
We all learn algebra and geometry in high school, but for many, the fundamentals of personal finance are missing. This presentation will help you right that wrong. With helpful info on budgeting, saving, building credit, estate planning, investing, and combining finances with a partner, this session is perfect for young professionals or college students.
Request a version customized with your logo
Follow Up Resource: Family Finances Guidebook
Did you know that 44% of Americans think that personal finance is the hardest topic to discuss? Break the stigma by offering our comprehensive guidebook. It features specific conversational prompts to help spur dialogue with parents and grown children in all different planning scenarios.
Audience: Women of all ages
Presentation Description:
94% of women believe they will be personally responsible for their finances at some point in their lives, but only 48% are confident in their finances.
This presentation is tailored to equip women with actionable strategies to take control of their finances, whether alone or with a partner. It covers saving for retirement, broaching family finance conversations, complex financial scenarios like divorce or loss of a spouse, and how to feel empowered to play an active role in their own wealth management.
