One of the most effective ways to nurture client relationships, enhance customer loyalty, AND drive referrals is to implement a “Surprise & Delight” strategy. Studies show that customized efforts create memorable experiences that make clients feel more appreciated and understood. “Surprise and Delight” efforts have a direct impact on business growth – don’t underestimate the power of this simple yet frequently overlooked marketing tactic.
Join Advisor Group’s Executive Vice President of Advisor Engagement Erinn Ford and a panel of Advisor Group’s financial professionals as they share their best ideas for surprising and delighting their clients.
You’ll learn:
- How to implement an efficient and effective client appreciation strategy
- Creative and successful “Surprise & Delight” ideas that may even surprise you
- Strategies for operationalizing “Surprise & Delight” into your customer experience
Register today to learn how you can start building your “Surprise & Delight” strategy.
CIMA®, CPWA®, CIMC®, RMA®, and AEP® CE Credits have been approved.
Erinn Ford
Executive Vice President, Advisor Engagement
Advisor Group
Patti Brennan, CFP®, CFS®
President & CEO
Key Financial, Inc.
David Bailin, AIF®, ChFC®, CLU®, CLTC®
Founder
Personal Wealth Strategies
Nancy Bailin
Director of Operations
Personal Wealth Strategies
David H. Lenok - host
Senior Wealth Planning Editor
WealthManagement.com
Sponsored by
