Practice Intelligence
Practice Intelligence encompasses a series of CPD-accredited training modules covering the secrets behind maintaining a healthy and growing advisory business.
Practice Intelligence
Golden hour
While many financial advice firms focus on client acquisition, it’s important not to let client retention take a back seat. Surprisingly, the clients commonly at risk are often the very ones that are most valuable to us. This module discusses how to avoid client loss by attending to them in their hour of need: the ‘golden hour’.
Objective one
Identify the ‘anchor’ clients that are the most valuable, hardest to acquire and most painful to lose.
Objective two
Understand the reasons why clients commonly choose to move on from their existing financial adviser.
Objective three
Implement the necessary segmentation strategy and communication approach to best control client loss during the golden hour.
Watch training video
5 Videos
Earn CPD
After watching the video, complete the quiz below and provide your contact details to qualify for 30 minutes of structured CPD. Your certificate will be sent to you via email shortly afterwards.
