How focused are you on client retention?

Client retention quite often takes a back seat to what seems to be a constant focus on acquiring new clients. 

So are your clients really happy with the service you are providing  - or are they at risk of a glossy marketing campaign attracting their attention where they begin to question what they are getting for their money.

You need to ensure you create stickiness and value for your clients so they view you as essential in any financial and wealth management decisions - either business or personal.

I think My Prosperity has really hit the mark with their personal wealth portal.  As a firm you can invite your clients onto the platform to ensure you are the go to person when clients are reviewing their business and wealth decisions.

Take a look at the video

I am more than happy to run through in more detail what My Prosperity can do for your practice to add value to your client relationships.

Book a demonstration

Speak soon..