Elevate your Client Relationships: Become the Trusted Advisor

Most of the Fortune 1000 firms have a benefits strategic plan document. Shouldn’t your clients?

You need to be thinking about their benefits program from a more strategic and holistic perspective.

We will be talking about how you can do exactly that, and in the process elevate your status to that of trusted adviser.

We know of firms that have employed this strategy and they have 5-year client retention of more than 90% AND profit margins greater than 40%.

This presentations shows how to make yourself an indispensable, trusted adviser regardless of the type of benefits practice you may have.

Regards, Jack

Jack Kwicien, CLU, ChFC
Registered Investment Advisor
Managing Partner

Daymark Advisors, LLC
203 Harborview Drive - Pierside
Baltimore, MD 21230

Tel: 410-585-6571
Cell: 443-463-8804
Fax: 410-585-6573

www.daymarkadvisors.com
www.daymarkadvisors.blogspot.com

www.smartadvisors.biz