Financial Advisors Get New Tool To Listen, Act On Candid Client Input
Date: November 20 2012
Paramus, NJ - November 20, 2012 - Focus Partners LLC, a leading coaching and consulting firm for advisors and financial services firms, and Advisor Impact, a thought-leader on client engagement and provider of customized client feedback programs, today announced a unique joint partnership to provide clients of Advisor Impact an added offering of a coaching program as part of its Client Audit Program. Advisors will now have access to a dedicated engagement coach who will provide hands-on guidance and support, empowering them with the resources and tools to engage with their clients on a deeper level based on the Client Audit results, driving growth in their businesses.
As part of the agreement, Advisor Impact will now offer clients an enhanced “Engagement Coaching” service to help advisors move from insight to action to execution. The Client Audit Program helps advisors understand and drive engagement and identify specific cross-selling and referral opportunities among their client base. The coaching service, provided by Focus Partners, will offer in-depth coaching with access to a comprehensive library of tools and resources that is delivered over a six-month period.
In a joint statement, Eric Sheikowitz and Michael Silver, Senior Managing Partners at Focus Partners, said, “We are looking forward to working with Advisor Impact to leverage our combined strengths and provide an even broader range of products and services to advisors. We are bringing together the resources and expertise of each company to create a robust and comprehensive offering that will provide innovative ways for advisors to stay front and center with their clients.”
“Our clients have told us that they want increased support in executing on the results of their client feedback,” said Julie Littlechild, CEO of Advisor Impact Inc. "By layering in Engagement Coaching, our clients will have greater accountability, access to a wealth of tools and, as a result, will see a higher return on investment."
Advisor Impact offers advisors three tiers of service for the Client Audit Program: Basic, which surveys the client base and provides valuable insight; Premium, which details specific action items required to address client response; and Engagement Coaching, which helps with implementation of the action items identified. Focus Partners’ mandate will be to ensure proper execution of those action items.
For additional information on the program, please contact firstname.lastname@example.org.
About Focus Partners LLC
Focus Partners LLC is a leading coaching and consulting firm for advisors and financial services firms that provides practice management tools and resources they need to succeed in today’s changing environment. Founded by industry veterans and senior managing partners Michael Silver and Eric Sheikowitz, Focus Partners consists of a team of senior coaches and consultants that have worked with some of the most successful advisory practices in the industry. The firm’s unique, comprehensive approach helps clients create a clear vision of the future and a specific roadmap to guide them to achieving and exceeding their goals. On the web: www.focusvpm.com
About Advisor Impact
Advisor Impact helps financial service providers drive client engagement and growth through its industry-leading programs, research and tools, working across North America and the United Kingdom. In addition to structuring and managing customized client feedback programs at the enterprise level, Advisor Impact works with individual advisors to gather and use feedback from clients. The firm also conducts on-going research among advisors and investors and publishes the industry’s only annual benchmark on client engagement. For more information: www.advisorimpact.com