How “Forever Clients” Bring Firms to the Next Level

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