Client Service
What matters most right now: Keeping clients buckled-in
We share guidance on managing the misperceptions that can potentially stand between clients and their long-term financial success.
Wealth Management
Fi-natical curiosity
Questions create answers. Curiosity creates connections.
How can financial professionals earn more business from their clients? Curiosity. “Fi-natical curiosity,” the sequel to our “StorySelling” program, focuses on embracing the power of curiosity with the goal of capturing up to 70% more of client assets.
Based on our belief that it’s “who they are, not just what they have,” this program seeks to teach attendees how to learn about their clients in the shortest period by using the natural order of curiosity and the Q-cards for financial professionals.
Start the conversation.
To learn more about Invesco Global Consulting services and resources, you can contact us here.
