Client Retention


Retaining clients is one of the most important components of a successful advisory practice. Our client retention speakers have the experience and the right programs to help you retain more clients and do business the way your clients want to do business.

Geoff Colvin

Senior Editor-at-Large Fortune Magazine – Helping Audiences Rethink Leadership Achievement & Human Possibility

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Hal Barr

Helping Sales Professionals Achieve Top-Line Growth at the Highest Level With the 80/20 Rule

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Hal Becker

A Nationally Known Expert on Sales, Customer Service & Negotiating

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Institute for Preparing Heirs

Bringing Advisors and Families Closer Together by Providing Advisors with Training, Tools, and On-Going Support to Prepare Familes for Successful Generational Wealth Transfer

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Jack Broyles

Jack Broyles specializes in training financial professionals, their clients, and families on – the financial aspects of Alzheimer’s disease and Elder Financial Abuse. 

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Joey Coleman

The First 100 Days – Creating Remarkable Customer Experiences to Gain a Customer for Life.

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