Lifeboat Drill

by Frank Maselli 11/2/2008 10:34:00 AM

Lifeboat Drill is a simple but powerful conversation you can have with top clients right now.

It is intended to not only help clients be less anxious about the stock market's turbulence, but also to assure them that you are proactive, thoughtful, and looking out for their best interests. Please download a copy of The Lifeboat Drill and left me know what you think of it. 

Whatever you choose to say to your clients about the distressing market news, please say something--if you want to keep them, that is. Client retention depends on communication.

Because of the stock market's plunge, we are about to see a mass migration of clients in the next few months.

It can be an extraordinary opportunity to build new relationships. Lifeboat Drill will help you do just that.

 

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3/10/2010 10:04:38 AM

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Frank Maselli's blog covers a broad array of advanced marketing, relationship and practice management skills advisors need to thrive in the financial services industry.

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Name of authorFrank Maselli
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Frank Maselli, author of two best-selling books on referrals and seminars, has trained 70,000 financial advisors in advanced marketing techniques and has been voted as one of the best speakers in the financial services industry. Read more.....more

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