Recorded Webinar
Best Practices

How “Forever Clients” Bring Firms to the Next Level

ABOUT THIS WEBINAR

Creating lasting client relationships is almost always a top priority for advisors. How can advisors build these relationships, and what are the benefits of fostering them?

Join Snappy Kraken and Wealthbox for a live webinar to learn how advisors can grow their business by creating and nurturing “forever client” relationships.

This webinar will cover

  1. 1 The benefits of “forever clients” and how to strategically build those relationships.
  2. 2 How automation and marketing can help advisors obtain and retain “forever clients.”
  3. 3 How advisors can get ahead of the game by forming these relationships right now instead of waiting until it’s too late.
  4. 4 How CRM technology can help advisors stay up-to-date with the needs of these valuable long-term clients.

SPEAKERS

Angel Gonzalez

Angel Gonzalez

CMO

Snappy Kraken

Diana Cabrices

Diana Cabrices

Evangelist

Wealthbox

Jenna Ghibaudy

Jenna Ghibaudy

Product Specialist

Wealthbox

“When it comes to marketing, making use of your contact lists is paramount. That is why we’re excited to have the Wealthbox integration, making it easy to sync contacts directly from Wealthbox within Snappy Kraken.”
Brad DeLoatche

Brad DeLoatche

Chief Product Officer and Founder, Snappy Kraken

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