From Prospect to Promoter

Blair Anderson
Blair Anderson Regional Director, Dimensional Global Client Group

High performing advisers collect client feedback and use that feedback to continuously improve the client experience and inform the personas of clients they most want to replicate. In this webinar, Blair Anderson will use insights from Dimensional’s Global Investor Study, one of the largest global studies of end clients, to explore how you can systematically understand your clients better, deliver an outstanding client experience and improve your prospect pipeline via referrals.

In this webcast, we will cover…

  • Understanding what clients look for and value in their advisory relationship and where advisors can improve their client experience
  • Discussing the process of targeting prospects, client servicing and meetings
  • Demonstrating how to create client referral opportunities through client education