Are your advisors simply collecting client data?
Or are they effectively using it?
SuccessPro™ Client Engagement Program
No more guesswork. Do your advisors know which clients are comfortable providing referrals? Which ones may need life insurance? Which ones may be at risk?
Our Client Engagement program combines robust client feedback with the tools, support and resources needed to turn that feedback into engaged and profitable relationships.
3 steps to better relationships
In 3 simple steps, advisors are on their way to building
the kind of client relationships that grow wallet share, loyalty and referrals.
Includes an online survey using proven questions, along with an invitation and reminder to participate.
2. Receive detailed, actionable reports
Reports compare all clients, and identify gaps in service, providing the insight needed to take action.
3. Create an action plan
Using resources provided, advisors can easily translate opportunities uncovered into concrete business results.
Let us do the heavy lifting
ActiFi provides expert feedback, clear concise dashboards and metrics, and personalized coaching. You and your teams can confidently and quickly take action on recommendations.
Strategic Insights Reports aggregate feedback to be actionable
Understand what is most important to clients overall and what changes should be considered in the client service delivery
Client level reporting uncovers revenue opportunities for individual clients
Provides results down to the client level so they can be used for meeting planning, prospecting, marketing opportunities and more
Online tools, templates, and resources
Help advisors leverage gathered client feedback
Business planning tools, practice assessments and webinars
Support advisors in running their practices more effectively.
Provides branch, regional and firm-wide results to drive improvements at every level.
Engage Success Story
Firms using the SuccessPro™ Client Engagement program are enjoying greater client loyalty and more referrals. “Now we’re averaging 1-2 referrals a week, said Laura Walsch, LifeSpan Financial Strategies. “When we started this process in 2006, we were getting 25-39 a year.” The program’s dashboards, metrics and coaching tools make it easy to turn valuable client feedback into practice growth.