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.

Stephen Boswell

Helping financial professionals build highly efficient practice management systems, a well-defined wealth management process, and a system for high level personal service

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Matt Oechsli

The DOL’s Gift to Elite Advisors. It’s time to double down on affluent marketing! Affluent clients who aren’t being serviced by an elite advisor will be asking questions of this genre to themselves, and quite likely to their friends.

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Neil Wood

Best Selling Author, Olympic Trials athlete, Top Secret role in U.S. Air Force, 5,000 high-impact, energized presentations, from welfare to self-made millionaire and owner of Optimist Island. “

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Kelly McDonald

Kelly McDonald is a marketing and advertising expert and considered one of the nation’s top experts in multicultural marketing and consumer trends.

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Stig Nybo

Stig has been intimately involved in the ongoing discussions surrounding the DOL Fiduciary Rule, how it will impact industry, and how to thrive in a ‘post rule’ world.

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Scott McKain

Scott McKain is a Hall of Fame speaker and known authority who helps organizations create distinction in every phase of business and teaches the “Ultimate Customer Experience.”

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