The Client Leadership Program

During a crisis, the investment and planning advice you share with clients may not change; we believe, however, that the way in which you need to support and communicate with clients must. The question is how.

The Client Leadership Program provides a responsive and personalized communication plan for your clients, when they need you the most.

All you need to do to make it happen is edit and send an email that we’ll provide. Your clients will be invited to share their thoughts on a few core questions and we’ll translate that input into:

  • A personalized meeting agenda for each client, providing you with a plan for your next conversation (prioritized based on an individual client confidence index).
  • A fully customized resource guide that draws on input from your clients and can be shared to create community and offer practical support.
  • Access to lists of clients with common stated needs and pre-written campaigns to respond to those clients with meaningful, curated content and resources.

And because time is of the essence, we can get you from here to there in just over 2 weeks.

We’ve summarized how the program works in this video.  It’s a 5 1/2 minute commitment.

Or, you can click below to learn more, join a live demo or get started.

Client Leadership Program: Get Started
Client Leadership Program: Get Started (Canadian advisors)

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