Everything Evolves.
From milestones to markets, and investment strategies, too.

Target Audience

Current clients, centers of influence, friends & family, managed money prospects, and the rest of your network.
Do your clients and prospects know exactly what you do? Don’t assume that your network fully understands everything you bring to the table. If you want your network to know exactly what you offer, you have to remind them. And then you have to remind them again.

For Prospecting

Position yourself as the expert who keeps pace with the constantly evolving world of financial services. Share valuable education and solutions with new prospects, aiming to schedule a follow-up meeting after the seminar to discuss how you can help them achieve their financial goals.

Prospecting emails can be used without conducting the seminar.

For Clients

It’s an opportunity to reconnect and remind your clients of all the solutions you provide. Invite clients as a value-add event and ask them to bring a friend, or request referrals at the event.

Tip: Even long-time clients might not realize the full scope of expertise you provide, so touching base at least annually with clients for an Investment Evolution review is important.