Invesco Global Consulting

Preferrals

Our business building program designed to teach you how to ask and receive referrals using research-based approaches.

Boardroom presenting

Refine your presentation skills to create clear, concise, compelling and coordinated presentations for important client meetings.

The Referral Code

Invesco Global Consulting shares guidance for increasing high net worth referrals by building strategic relationships.

Advocasions

Invesco Global Consulting explores how to use social occasions to transform loyal clients into referring advocates

This material is for illustrative, informational and educational purposes. We make no guarantee that participation in any program or utilization of any of their content will result in increased business for any financial professional.

This does not constitute a recommendation of any investment strategy or product for a particular investor. Investors should consult a financial professional before making any investment decisions.

The opinions expressed are those of the author and are subject to change without notice. These opinions may differ from those of other Invesco investment professionals.

Note: Not all products, materials or services available at all firms. Financial professionals should contact their home offices.

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Preferrals

Boardroom presenting

The Referral Code

Advocasions

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