[REPLAY] Best Practices for Client Retention from Global Atlantic

Recorded 09/24/2025 

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.