Wealth ManagersDid you know that the level of knowledge you have about your clients DIRECTLY correlates to your potential for success? Are you a highly proficient “Know Your Client” financial planner?
What would it mean for your business if you:Increased your net client growth by 72%?*
Had a 56% increase in your current clients’ referrals to you?* Experienced a 60% growth in satisfied client relationships?* |
Highly proficient planners are 40% more likely
to discuss cognitive decline with their clients and families.*
When you discuss cognitive decline with your clients and families,
you become highly trusted and highly proficient.
Highly proficient planners are referred more often,
grow their client book more quickly, and have clients who
trust them more than those who are not proficient.
Also, DON’T let your cognitively challenged clients’ heirs
fall into the 90% of heirs who find a new advisor when inheriting wealth.**
to discuss cognitive decline with their clients and families.*
When you discuss cognitive decline with your clients and families,
you become highly trusted and highly proficient.
Highly proficient planners are referred more often,
grow their client book more quickly, and have clients who
trust them more than those who are not proficient.
Also, DON’T let your cognitively challenged clients’ heirs
fall into the 90% of heirs who find a new advisor when inheriting wealth.**