[WEBINAR] Best Practices for Client Retention from Global Atlantic
Wednesday 09/24/2025 at 12:00 pm - 1:00 pm CDT
According to a recent survey, 88% of clients consider their financial professionals’ frequency and style of communication when deciding whether to retain their services?1
Join our exclusive webinar for some ways to boost your client conversations, including:
Key questions to consider asking your clients throughout the sales process
Effective language choices, including words to consider using and words to avoid
Which selling tools may resonate with clients and when to use them
You’ll also hear about ways to incorporate these learnings into client conversations about income in retirement.
1Financial Planning, “Clients ditch advisors who are bad communicators. Here’s what to do,” January 18, 2023 https://bit.ly/3xIPqnp
According to a recent survey, 88% of clients consider their financial professionals’ frequency and style of communication when deciding whether to retain their services?1
Join our exclusive webinar for some ways to boost your client conversations, including:
You’ll also hear about ways to incorporate these learnings into client conversations about income in retirement.
1Financial Planning, “Clients ditch advisors who are bad communicators. Here’s what to do,” January 18, 2023 https://bit.ly/3xIPqnp
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