Restore Revenue, Reduce Costs, Retain Clients

by Andrew Gluck 3/20/2009 6:33:00 PM

View March 20 replayWith revenues from asset management fees slashed by the worst bear market in decades, financial advisors are struggling. And with Wall Street discredited by the financial crisis, this is the opportunity of a lifetime for independent advisors to build their client base, according to Jerry Lezynski of SEI Advisor Network, who spoke at this week’s session of the Financial Crisis Webinar Series. To survive—and once again thrive—says Lezynski, advisors must focus now on delegating, marketing, communicating, prospecting, and positioning, and they must take steps right now to improve communications, retain clients, and build new relationships.

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Register for March 27 webinarHand-picking prospects using LinkedIn: Next week’s webinar session will look at how advisors can use LinkedIn to build their client base during the current economic downturn. The popular social networking site provides a great way to find new leads and build your online presence. John Comer, a marketing coach to advisors who has over 28 years of experience, recently conducted groundbreaking research into how advisors can use LinkedIn for marketing. He will present his findings at this session.

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Download March 27 presentation slides

 

 

 

Are you successfully implementing a plan to get through the economic downturn? Do you have any recommendations that could help your peers to retain clients, reduce costs, or land new prospects? If so, please share your ideas by commenting on this blog. 

 

 

 

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2/9/2010 6:57:58 AM

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The Crisis Webinar Series, hosted by Advisor Products, is a free weekly webinar presentation that addresses key issues affecting independent financial advisors during the global economic crisis. Presenters are experts in investment management, financial planning, firm efficiency, advisor technology, business coaching, and client service and have helped advisors with techniques for managing portfolio risk, identifying investment opportunities, boosting revenue, gaining referrals, and strengthening client relationships during today’s challenging business environment.

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Advisor ProductsAdvisor Products
Advisor Products provides marketing and technology solutions for over 1,800 independent financial advisory firms. The company organizes the Crisis Webinar Series to support the independent advisory profession during a time of tremendous difficulty after the fallout from the credit crisis. Advisor Products believes that by utilizing techniques taught in these webinars, the independent advisory industry can survive and even thrive through the recession.

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