For Advisors & Agents
There are three common questions that plague most advisors today:
- How can I reach out and connect with new clients?
- How can I offer more assistance and strengthen my client relationships?
- How can I help inspire the 2nd generation to gain new clients and protect my business?
Advisors in financial planning, insurance & real estate face tremendous challenges attracting & retaining quality clients in an extremely competitive environment. And while most advisors truly want to help their clients and their families by offering good service, prospects and clients recognize that they have many choices when looking for an advisor or agent. As a result, advisors need to provide a deep level of commitment, client service and knowledge to the relationship.
Exceptional advisors recognize that helping clients and attracting prospects means looking to add real value to their communities and to their client relationships. While most advisors are comfortable with the PRODUCT knowledge they can offer, they often need help to effectively inspire, educate and drive action in people.
Enriched Academy provides a unique platform to connect with new and second-generation clients. By utilizing our engaging, entertaining and informational video-based program, you have a unique way to reach an audience on a topic that matters to EVERYONE… Financial Knowledge & Awareness.
Contact Enriched Academy to see a demo and learn how advisors utilize Enriched Academy to help connect with new prospects, deepen client relationships and add value to the communities you serve.
Why should advisors and agents provide more value to their clients?
See how we can help!
How will this program increase my client retention rate?
See how we can help!
How can I gain new clients using this program?
See how we can help!
What You’ll Learn
Quick Facts:
- It costs 6 to 7 times more to acquire a new customer than to retain an existing one.
- Reducing customer retention by just 5% can increase your profits by at least 25%.
- 80% of your company’s future revenue will come from just 20% of your existing customers.
- Client attrition due to a lack of 2nd generation relationships is a significant factor in the loss of clients for advisors.
What Client’s Say
“Thank you so much for taking the time and making the trip to our Peterborough area. Your attendance to our Investors Group meeting is going to change lives. I thought that it was so straight forward to the point with no BS. I believe that what you are doing will actually make such an impact; that it will actually make a real difference. I am glad we met.”
– Joanne B