Building Lasting Relationships

Building new relationships while nurturing and retaining existing relationships is vital to your business. It’s even more critical when the competition offers similar services. When deciding between 2 or more competitors, clients often choose to do business with you simply because you have built a relationship with them.

Maintaining long-lasting relationships with your Centers of Influence (COI), plan sponsors, recordkeepers and TPAs can be complex enough without navigating the ups and downs of service challenges. It’s an essential skill that can help you weather the storm and retain your book of business. And clients benefit when your service relationships are solid.

You want to make every client feel like they are your priority, but how do you give them the attention they need and still tackle your endless “to-dos?” How much time do you spend at the building that relationship after the first impression? How do you help new clients get answers they need and build your company’s creditability? What happens when your only contact leaves a firm and you must forge new relationships? We’ll cover these topics and more in the next Advisors’ Roundtable.

Advisors’ Roundtable

Cultivating Durable Loyalty:
Building Lasting Relationships

THURSDAY, SEPTEMBER 29th @ 1 P.M. ET

Sponsored by:

It’s time for our 5th session of our popular Advisors’ Roundtable series and we are doing things a bit different this time around. Join us for a brief presentation by American Funds, followed by an opportunity to talk with Definiti and other financial advisors on Cultivating Durable Loyalty. We’ll cover:

• The RP Challenge (connecting all parties of the plan)
• The building blocks of loyalty
• Action plan for cultivating durable loyalty

Come be a part of the conversation!