Client Service Our approach to gaining new clients
Learn how to build a practical marketing plan, develop a clear and client-centric brand story, and integrate these concepts into your business to drive growth.
Client Service
The income-ing age
The economics of retirement distributions
Why do successful “accumulators” outlive their money? Because the investment rules change in retirement. Dr. Moshe Milevsky, Executive Director of The Individual Finance and Insurance Decision (IFID) Centre, studied the critical factors that lead to success or failure in retirement and distilled them down to three factors. Invesco Global Consulting then partnered with Dr. Milevsky, simplified the research, and created simple, persuasive communication tools designed for financial professionals to use with investors.
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Client Service Dynamic client review meetings
Review the elements of comprehensive client reviews, including managing client emotions, implementing review checklists, and providing context for your strategy.
Client Service Strategic client segmentation
Explore a framework for segmenting your client base, stratifying your client service, and systematizing your communications with a pod-based service model.
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