Dear Financial Advisor,

Want to hear something TERRIFYING?

According to a study done by PriceMetrix, as a financial advisor, you’ll lose 10% of your clients EVERY year (on average).

Chop! Gone. Whether you like it or not.

Households with $100,000 in assets fare even worse because they have a whopping 13% chance of leaving you this year. 

Imagine losing 13% of your hard-earned income in the next 365 days.

For the average financial advisor, this means throwing away $11,768… and that’s a NORMAL year. It could be much worse…

That’s money you can’t invest for your future, save for your children, or use to help your community.

All because you didn’t know a few simple strategies to keep your clients and decrease the chances they abandon you for greener pastures.

And the Harvard Business Review reports that acquiring a new client is anywhere from five to twenty-five times more expensive than retaining an existing one… yikes! Which means your ACTUAL loss is much higher than 13%.

Let me show you how to stop the bleeding…

Please understand my results are not typical. I’m not implying you’ll duplicate them (or do anything for that matter).

The average person who buys any “how to” information gets little to no results. As with all of my products, my references are used for example purposes only.

Your results will vary and depend on many factors… including but not limited to your background, experience, and work ethic.

All business entails risk as well as massive and consistent effort and action. If you’re not willing to accept that, please DO NOT GET THIS BOOK.

With that said… let me show you…

I’ve written this book, “How to Keep Your Clients: Several Ways Financial Advisors Can Retain and Grow Their Client Base”, at the request of my private consulting clients.

You see, I’m known as the guy who helps financial advisors get more clients. Naturally, when you help advisors get more clients they want to know how to KEEP them too…

That’s where this book comes in…

First of all, there’s no fluff or filler in this. It’s a quick, to-the-point guide to keeping your clients and increasing share of wallet giving you actionable strategies that are working right now.

And it’s easy to read.

Because at just 43 pages, you can read it in an afternoon.

Here’s a fraction of what you’re getting…

• Three “big picture” ideas that will help you retain and grow your client base faster than ever before. Without these ideas, you’ll stay stagnant and your income will remain flat. Page 4.
• The “Dale Carnegie Secret” which causes your clients to become fiercely loyal to you. You may have read “How to Win Friends and Influence People”, but I doubt you picked up on this little gem. Page 6.
• 57% of your clients are unhappy with you because of this one thing (and it’s a simple fix). Page 7.
• One of the biggest reasons clients fire financial advisors is because they’re slow to return phone calls. I’ll reveal exactly how fast you should be calling back – never lose a client because you were “too slow” ever again. Page 8.
• What financial advisors with 100% wallet share are doing differently from everyone else. I’ll show you how to get the money that your clients are hiding elsewhere to you (where it belongs). Page 10.
• Most advisors have their financial planning process backwards… and it’s causing clients to walk out the door. Here’s what you should be doing instead… Page 12.
• A whopping 84% of pentamillionaire households expect their financial advisor to earn this status. If you have any clients with $5 million or more, this single tip will be invaluable to you. Page 15.
• Three of the biggest regrets expressed by retirees – if they could do it all over again, they would do these three things differently. You can add tremendous value to your clients by helping them avoid these painful regrets. Page 16.
• The root of ALL persuasion. Have you ever noticed how some people seem to effortlessly influence others? This is how they do it. Page 19.
• One simple thing you can do online that will get prospects begging to set an appointment with you. Page 21.
• The single biggest factor in client retention. This one thing explains – more than anything else – why clients become unerringly loyal to their advisors. Page 23.
• How to make clients 300% more likely to add assets with you. Page 24.
• Who is more likely to stay with you? A 30 year old or a 50 year old? How about a $100K household or a $500K household? I’ll reveal the answers, and much more. Page 28.
• Clients always act rationally, right? WRONG. You and I both know that’s not true, and here’s how you can use your clients’ built-in “emotional trigger” to your advantage. Page 31.
• And much, much more…

And this is just the tip of the iceberg…

The “cost” of this book is $47 and it comes with a 100% money-back guarantee, which is explained below.

(It’s important to note that the cost may be tax-deductible for you anyway…)

As soon as you place your order, you’ll get an automated receipt with a link to download the book directly in your email.

You can access it anywhere, immediately, without having to wait by the mailbox.

Oh, and in case you’re wondering…

I realize the ability to keep more clients is worth a LOT of money to financial advisors.

In fact, research done by Frederick Reichheld of Bain & Company shows that increasing client retention rates by 5% increases profits by 25% to 95%.

(That’s money right in your pocket.)

So, you might wonder what the “catch” is.

There isn’t one.

I’m literally giving you this entire book for $47 because I want to demonstrate real value to you.

My hope is that you’ll love it and this will be the start of a good business relationship for years to come.

And with all that said, I’m throwing in another gift…

I decided to sweeten this offer a little bit and throw in a copy of my monthly newsletter, The James Pollard Inner Circle.

I wanted to include it because it talks about key things you can do to keep your clients and grow your business.

This will also get sent directly to your inbox because it’s included in the How to Keep Your Clients book.

And there’s absolutely no charge for it. I want you to have it as my gift for checking out this book.

Here’s a sampling of what you’ll discover…

• The one thing you must have before clients will let you manage a greater share of their assets.
• Why client-advisor relationships fail, and what to do to prevent it.
• Three things you should include in your client service agreement to increase the likelihood a client will stay with you.
• How to get inside your client’s mind to know what he or she thinks about your service. You can use this information to improve your business and attract even more clients.
• Two ideas you can put to use to improve your client’s experience.
• Dolly Parton’s “secret” for attracting clients to your business.
• Only 73% of millionaire clients are satisfied with their current financial advisor. I’ll show you how to improve that number.
• Client satisfaction is highest among clients who have discussed THIS with their financial advisor, yet only 46% of investors say they’ve done it.
• My counterintuitive advice about the bottom 10% of your clients has the power to strap a jetpack on your business growth.
• How often should you email your prospects? I’ll reveal why the commonly-accepted advice is dead wrong.
• Why client surveys can misleading, and what to do to make sure you only get the data that matters.

Oh. And in case you’re wondering…

Yes.

Of course there’s a money-back guarantee.

In fact, I think it’s…

---