Close
Webinar

5 Keys to Client Retention

20 percent of your customers produce 80 percent of your sales. It's important to retain clients so that your financial practice is successful.

The 80–20 rule states that 20 percent of your customers produce 80 percent of your sales. It’s important to retain clients so that your financial practice is successful. (Remember that your best clients are your competitor’s best prospects.) Learn the five keys to client retention so you can enjoy long-term success. 

View this webinar to learn: 

  • The truth about how loyal your clients really are. 
  • How often you should be contacting your clients. 
  • Marketing strategies to retain your ideal clients.