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How to Drive Investor Loyalty and Referrals
May 25, 2017 | 2:00 PM ET


About this webcast:

Join us at this complimentary webcast
 to take your customer loyalty and advocacy to the next level. J.D. Power will share key insights pulled from our trusted, industry standard research in investor satisfaction and loyalty to uncover: 
  1. The factors that drive investors to select you and your firm
  2. The onboarding experiences you need to deliver in order to produce the most engaged, loyal clients for the long haul
  3. The expectations young investors have of their advisors like you
  4. How to win more referrals
  5. How much financial planning really matters (and how well these plans are actually addressing your investors' top needs)
  6. How to help your customers set and achieve their goals (plus how to track their success along the way)
  7. If your team measures NPS®, how to ensure superior NPS accuracy, and better understand this popular measure of customer loyalty
This is the perfect webcast for all advisors, whether you're just starting out in your career, or are already a seasoned financial guru. Don't get left behind!