High Net Worth Client Acquisition and Retention

A First Eagle Academy Program

High Net Worth Client Acquisition and Retention

A First Eagle Academy Program

Financial professionals today are facing greater pressure to deliver a high caliber, differentiated client experience. Given the increase in competition, you are continuously tasked with showcasing the value of your services and keeping clients and prospects engaged.

First Eagle Academy is committed to helping you stand out from the crowd with your clients and prospects. We are excited to launch, High Net Worth Client Acquisition and Retention: Executing on a Growth Mindset and a Referable Client Experience.

This program’s goal is to help financial professionals expand their business by creating an elevated experience for current clients as well as prospective clients.

This program focuses on:

  • Running a business that attracts and retains high net worth clients
  • Articulating your value proposition in an impactful manner
  • Cultivating a prospective client pipeline tailored to your ideal client profile
  • Rolling out the red carpet to provide an exceptional client experience
  • Leveraging digital resources to enhance your brand

 

 

First Eagle Client Engagement Series

As a supplement to this program, we have developed the First Eagle Client Engagement Series. First Eagle is committed to help you stand out from the crowd with your clients and prospects. The series will provide various client and prospecting engagement ideas and actionable steps for implementation.

This month's client engagement opportunity: Valentine’s Day Dinner.

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For financial professional use only. Not for distribution to the public.

The opinions expressed are not necessarily those of the firm. These materials are provided for informational purpose only. Any statistic contained herein have been obtained from sources believed to be reliable, but the accuracy of this information cannot be guaranteed. The views expressed herein may change at any time subsequent to the date of issue hereof.

First Eagle Investments is the brand name for First Eagle Investment Management, LLC and its subsidiary investment advisers.

FEF Distributors, LLC (“FEFD”) (SIPC), a limited purpose broker-dealer, distributes certain First Eagle products. FEFD does not provide services to any investor, but rather provides services to its First Eagle affiliates. As such, when FEFD presents a fund, strategy or other product to a prospective investor, FEFD and its representatives do not determine whether an investment in the fund, strategy or other product is in the best interests of, or is otherwise beneficial or suitable for, the investor. No statement by FEFD should be construed as a recommendation. Investors should exercise their own judgment and/or consult with a financial professional to determine whether it is advisable for the investor to invest in any First Eagle fund, strategy, or product.

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