Webinar Replay

Clients for Life: How to Increase Revenue and Build Client Loyalty


On-Demand Replay



The investment advice model is changing ... are you?

Doing business the way it’s always been done is no longer producing the expected results. Through our partnership with the Client 4 Life Management System, we'll look at four key areas of client relations - acquisition, communication, service and retention. You'll leave with an understanding of how the System's patented, fractional, team-based approach can help you:

  • Increase revenue
  • Run an efficient process-driven practice
  • Manage the customer lifecycle to create clients for life

The System continues to gain industry recognition as the "new foundation for practice success." Watch this webinar to see how it can help you get the results you need.





About the Speaker

Tom_pitole.jpg Tom Pistole, National Sales Manager Client 4 Life Management System, is a 30-year industry veteran and has held key positions with Sun Life, Pacific Life, and Allianz. Tom is passionate about helping advisors get the most out of their practice and will share some revolutionary ideas on the webinar.




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