The First 90 Days – Turn Clients Into Raving Fans
Автор: FMG | Marketing for Financial Advisors
Загружено: 2025-11-20
Просмотров: 33
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Did you know you can systematize the first 90 days to spark client loyalty that lasts for years?
The way you welcome new clients says everything. Get it right, and they feel confident, cared for, and excited to work with you. Watch this on-demand workshop to learn how a few thoughtful marketing touches can make clients feel like VIPs while saving your team valuable time.
This session will show you how to make those first 90 days smoother for you, more memorable for them, and easier to repeat again and again.
You’ll learn how to:
💪 Kick off strong: Launch a repeatable new client welcome series that feels personal
🚚 Deliver quick value: Reduce questions by sharing high-value content
👋 Engage early: Use surveys and check-ins to gather feedback and strengthen relationships
💫 Add the wow factor: Create personal touches like new client events or appreciation gifts
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➡️ Download the Client Onboarding Guide: https://hubs.ly/Q03TB5Qz0
➡️ Subscribe to our Channel: https://ow.ly/LB3m50OM1RN
➡️ Learn more about FMG: https://fmgsuite.com/
➡️ Discover our Do It For Me marketing program: https://fmgsuite.com/pricing/marketing/
Find us on social:
FMG LinkedIn: /fmg-suite
Samantha Russell
LinkedIn: /samanthacrussell/
#financialadvisor #marketingstrategy #onboardingtips #clientonboarding
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