Client Retention

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Speakers

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.

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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Mark Zinder

“Righting” Your Book following the DOL’s ruling. Helping advisors develop a new value proposition and action plan to become the advisor of choice.

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Michael Hoffman

Teaching Audiences to Own Their Attitudes & Become a Master of Situational Influence

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Michael Treacy

Helping Organizations Do One Thing – Achieve Industry Leading Growth

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