Landing a new client as a financial advisor is just the beginning. True growth and sustained success come from what happens next—how thoughtfully and consistently you communicate, engage, and deliver ongoing value.

Research shows that consistent, personalized communication significantly impacts client confidence and loyalty. In fact, 88% of clients say increased frequency or personalized communication enhances their confidence in their advisor, and 89% indicate it would increase their likelihood of recommending their advisor to family and friends. Conversely, 72% of clients reported firing their advisors due to infrequent communication.

As a marketing automation solution designed specifically for financial advisors and firms, we empower you to deliver meaningful, personalized communications automatically. In today’s world, where economic uncertainty, seasonal fluctuations, and personal client circumstances are constant factors, future-proofing your advisory practice with advanced automated communication solutions has never been more critical.

This session will explore how to leverage marketing automation to maintain and deepen client relationships through thoughtful, consistent engagement, regardless of external conditions or personal client circumstances.

• Effectively segment your clients for tailored, personalized outreach
• Use automation to deliver thoughtful communications that resonate during tough economic or personal times
• Convert consistent client satisfaction into enthusiastic advocacy and referrals

Ensure your clients feel seen, supported, and valued—securing loyalty and advocacy even in challenging times.

Reserve Your Spot Today!