Announcing Practice Management Web Strategy Sessions:  Creating Alpha In Your Practice

Morningstar and The Connected Advisor are pleased to announce a new series of practice management Web strategy sessions to help financial advisors realign and focus their practice to be more productive and profitable. These sessions will focus on branding a practice for a competitive edge, capturing new assets and rollovers, retaining top clients and gaining referrals. After each session one or two follow-up communication tools will be emailed to reinforce the strategy and share success stories.

October 1: Communicate Effectively with Affluent Clients

Communicating with clients in today's market is more important than ever before. Advisors recognize that they need to retool their communication plans and be proactive with clients. This session will focus on strategies to build a turnkey communications plan with the tools to execute it effectively and efficiently. 
Studies have shown affluent clients prefer consistent communications from their advisors and we recommend at least 8-12 touches through-out the year. In this session, we will cover what has been successful for advisors in today's market.

After this webinar you will be able to communicate more effectively with affluent clients by:

• Identifying why communication plans fail and clients are not satisfied.
• Sharing your client commitment and trust factor.
• Building a plan with 8-12 touch points including best practices for newsletters, industry white papers and research reports, client meetings and appreciation events.
• Delivering high-end client communications and events cost-effectively.
• Leveraging technology.
• Gaining referrals from each communication.