Surprise and Delight Creates Clients for Life

One of the most effective ways to nurture client relationships, enhance customer loyalty, AND drive referrals is to implement a “Surprise & Delight” strategy. This frequently overlooked strategy gives clients a customized, memorable experience that makes them feel more appreciated and understood. If you’re ready to start surprising and delighting your clients but you’re unsure where to start, this is the webinar for you.


Tips and Best Practices on Buying or Selling your Practice

There has been a flurry of activity over the last several years around mergers and acquisitions of financial planning firms. Whether you are a buyer or a seller, you need to be prepared and understand the pros and cons of both options.

In this session, you will hear directly from advisors who have been buyers and sellers. They will share their personal experience, tips and best practices on what worked, what didn’t and what they wish they knew before they started the process.


30 Days to a Successful Niche Strategy

All advisory practices have a niche strategy. But some of them don’t know what their niche is. This webinar will show you how to identify your niche based on the distinct specialization that you already have. Our presenters will walk you through a process of discovery that will let you identify and articulate a niche that is essential for future success. And they will give you a 30-day plan that will deliver explosive growth for your firm.

Join Advisor Group Executive Vice President of Business Coaching & Consulting Kirk Hulett and one of Advisor Group’s esteemed financial professionals for a webinar designed to help you discover your niche.