Client Retention

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Speakers

Retaining clients is one of the most important components of a successful advisory practice. Our client retention speakers have the experience and the right programs to help you retain more clients and do business the way your clients want to do business.

Mark Zinder

“Righting” Your Book following the DOL’s ruling. Helping advisors develop a new value proposition and action plan to become the advisor of choice.

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Michael Hoffman

Teaching Audiences to Own Their Attitudes & Become a Master of Situational Influence

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Michael Treacy

Helping Organizations Do One Thing – Achieve Industry Leading Growth

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Mike Staver

Working With Organizations to Help them Confront Their Realities, Zero in on Their Fears, and Start Making the Decisions Necessary to Achieve Outstanding Results

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Paul Karasik

The Financial Industry’s Number One Resource for Maximizing Sales

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Richard Capalbo

Becoming A Life Advisor – Enhancing Adviser Behavior by Analyzing Changing Trends & Helping Them Adjust

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