Pathways to Growth - Referral Revolution: Harnessing Growth Through a Strategic Program

Sponsored by Capital Group | American Funds

Astute financial advisors understand that deep engagement with clients is the key to client loyalty and growth, but how to get there isn’t always obvious. This program provides the financial advisor disciplines and tools they need to help elevate client satisfaction, deepen client engagement.

Learning objectives:

• Help advisors learn how to engage with their clients so they understand what keeps their clients satisfied and engaged.
• Better understand what clients really need and want.
• Equip the advisor with framework to provide the best possible support and guidance for their client by showing them how to connect to their client’s professional team.
• Provide the advisor a tool on how to conduct conversations with their client’s professional team to assure their client’s prioritized goals are being met. Show how the client’s financial vision reflects his/her long-range goals in life and assure the financial team is aligned.