In this time when it’s difficult to create meaningful connections with clients and prospects, finding ways to nurture these relationships and enhance loyalty is key. Implementing a process that shows you care about what’s important to them can make a major difference. This is called “Surprise & Delight” and it can have a direct impact on retention and referrals.

Download this guide now to learn more about the “Surprise and Delight” process and how you can make it work for your firm. Topics discussed include:

• Ways to make communications more personal
• How to make each client feel like a VIP
• Why automation can help create positive experiences
• A plethora of ideas to use to “Surprise & Delight” 

Ensure your clients know you care – put a process in place that helps you deliver superior service every year.

FOR FINANCIAL PROFESSIONAL USE ONLY: Securities and investment advisory services are offered through the firms: FSC Securities Corporation, Royal Alliance Associates, Inc., SagePoint Financial, Inc., Triad Advisors, LLC, and Woodbury Financial Services, Inc., broker-dealers, registered investment advisers, and members of FINRA and SIPC. Securities are offered through Securities America, Inc., a broker-dealer and member of FINRA and SIPC. Advisory services are offered through Arbor Point Advisors, LLC, Ladenburg Thalmann Asset Management, Inc., Securities America Advisors, Inc., and Triad Hybrid Solutions, LLC, registered investment advisers. Advisory programs offered by FSC Securities Corporation, Royal Alliance Associates, Inc., SagePoint Financial, Inc., and Woodbury Financial Services, Inc., are sponsored by VISION2020 Wealth Management Corp., an affiliated registered investment adviser. Advisor Group, Inc. is an affiliate of these firms.