Client Retention

The Great Wealth Transfer.

From Boomers to Zoomers: Adapting Financial Advisory for the Great Wealth Transfer

Last month we talked about how advisors can participate in the great wealth transfer by working with existing clients. The other approach— is to pitch your value as an advisor to the grown-up children. We are in the foothills of… Read More »From Boomers to Zoomers: Adapting Financial Advisory for the Great Wealth Transfer

From Prospect to Partner: The Onboarding Process is Fundamental to Ongoing Success.

From Prospect to Partner: The Onboarding Process is Fundamental to Ongoing Success.

Unkefer and Associates
January 31, 2024February 1, 2024
Business Management, Client Retention, Featured

So, you’ve closed. Congratulations! You have landed the lead and the sale is complete. Or is it? While the customer acquisition stage may be over, the successful onboarding and the creation of a lifelong client has just begun. The onboarding… Read More »From Prospect to Partner: The Onboarding Process is Fundamental to Ongoing Success.