One Habit That Doubles Client Retention & Referrals for MFDs
Tuesday, 03rd February 2026
04:30 PM - 06:00 PM
Online (Zoom Meeting)
Learn the approach that’s helping Top advisors increase their client retention and double their AUM
You will Learn
✅ Cost of Existing Client v/s Acquiring New Ones
✅ The Impact of Shift in Market from Pull to Push
✅ Why Skipping Reviews is more Dangerous Than You Think
✅ A Simple, Scalable Approach for Conducting Portfolio Reviews
✅ What to Do After the Review: Handling Leads, Referrals & Tasks
✅ How to Track and Analyze Outcome of Portfolio Review
Learn What top 2% MFDs do differently to retain and grow clients
Join us for a practical session designed to help you build a system that supports your growth.
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