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WIPN Arklamiss | Galentine’s “Golden Hour” with Michelle Alva of Invesco

February 16, 2023 @ 4:00 pm - 5:00 pm CST

In partnership with Michelle Alva of Invesco, please join us as we kick off our 2023 Arklamiss chapter programming with a 60 minute virtual webinar discussing the power of the “Golden Hour” to help you not just win clients, but keep them.

Losing a top client is never a pleasant experience. Worse still, research shows that 72.2%1 of financial professionals lose one top client per year. This makes everyone have to run harder just to maintain present production levels, and it hamstrings organic growth. However, research shows it does not have to be this way and that it is surprisingly simple and easy to maintain top clients—the very clients that form the foundations of the viability of financial professionals’ businesses. In fact, by breaking one bad habit and making another, financial professionals can easily maintain client relationships for their careers. Most client retention models are so intensive and time-consuming as to prevent most financial professionals from ever using them. “The Golden Hour” model aims to deliver maximum benefit at a truly implementable level.

In the spirit of the Valentine’s holiday, we are encouraging all attendees to join with their favorite Rosé in hand! Advance registration is required as we’ll be sending a sweet treat for each member to enjoy during the presentation.

We look forward to seeing you there!

Details

Date:
February 16, 2023
Time:
4:00 pm - 5:00 pm CST

Organizer

WIPN Arklamiss
Phone
817-474-1015
Email
lauren.gear@fmr.com