Resources designed to help you institute a quantitative and qualitative client segmentation strategy and stratified corresponding service model, enhance client communications to achieve the greatest impact, and increase client acquisition and retention
Attain and retain high-net-worth clients
High-net-worth clients are important for your practice. Learn how to ensure your business can meet their needs in our program, Crafting a Higher Performing Practice.
How to keep your best clients
“The golden hour” program aims to provide financial professionals with an effective and implementable client retention model.
Priceless
Invesco Global Consulting offers research-based guidance for financial professionals to communicate their value.
New word order
Our in-depth research study highlights language for financial professionals to use in an effort to communicate more effectively.
What matters most right now: Keeping clients buckled-in
We share guidance on managing the misperceptions that can potentially stand between clients and their long-term financial success.
The living zoom
“The Living Zoom” offers tips and insights designed to help financial professionals thrive in the era of virtual presenting.
Your prosperity picture public workshop
Discover a five-step system designed to help financial professionals build assets by empowering women investors.
To learn more about Invesco Global Consulting services and resources, you can contact us here.
Invesco Global Consulting programs are for illustrative, informational and educational purposes. We make no guarantee that participation in any programs or utilization of their content will result in increased business for any financial professional.
This does not constitute a recommendation of any investment strategy or product for a particular investor. Investors should consult a financial professional before making any investment decisions.
The opinions expressed are those of the author and are subject to change without notice. These opinions may differ from those of other Invesco investment professionals.
Note: Not all products, materials or services available at all firms. Financial professionals should contact their home offices.
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This link takes you to a site not affiliated with Invesco. The site is for informational purposes only. Invesco does not guarantee nor take any responsibility for any of the content.
