Free E-book: Solving the Family Issue
A Guide to Retaining Female and Next-Generation Clients
According to Fortune magazine, women will control two-thirds of the nation’s wealth by 2030. And the amount of money being passed on to heirs in the coming years is projected to be the largest in history.
This could be the biggest threat to a Financial Advisor’s business survival or the greatest opportunity. It all depends on your ability to connect with these people.
This free e-book will show you:
- Why you need to start making connections with everyone in your clients’ immediate families
- Effective strategies to connect with female clients
- Why your attempts to connect with the younger generation has failed, and what to do about it
About the authors: ReminderMedia has been providing unique and top-of-the-line client follow-up tools since 2003. With an established foundation in relationship marketing, and products like American Lifestyle magazine, we’ve developed the techniques and innovations that allow our clients to take advantage of referrals and repeat business like no other solution on the market. Click to learn more