Devin started with Advicent in the support department, working with existing partners to help them leverage our tools. Now on the Advicent sales team, he works to help advisors find the solutions that best suit their needs. Devin believes that, in any aspect of life, a well-made plan provides freedom. He is here to enable advisors to help their clients achieve financial freedom.
The only way to foster genuine loyalty from your clients is by earning it. As Seneca the Younger said, “Loyalty bought with money is overcome by money.”
Today we are all responding to an event that has brought much of the world to a halt. Since change is already upon us, I invite you to use this as an opportunity to reset and plan for the coming year.
In a broad sense, client segmentation is the process of using key traits to divide your client base into groups of similar individuals.
Everyone has their own “get to know you” process for prospects. This is your opportunity to learn about their needs and to show the value you can bring to them
When it comes to a digital strategy, many advisors are not so prepared.