Client acquisition and retention: building long-term value through relationships

Client acquisition is only the first step in building a valuable RIA; retention and deepening client relationships drive long-term value.

This session will explore:

• Approaches to acquire and retain high-value clients
• Techniques to turn clients into long-term partners
• Strategies for creating a loyal customer base
• Approaches to maximizing a client’s true lifetime value

This complimentary webinar is intended for financial professionals only. John Hancock Investment Management is not affiliated with Justin Goodbread.

By registering, you are certifying that you are a financial professional and agree to share your information with John Hancock Investment Management.