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Expand Planning Opportunities to Engage Clients & Build Referrals -- A Case Study
Discover how FIM Group, a 25-year-old wealth management company, used a streamlined solution to engage clients in estate planning, connect with heirs, improve client retention and build referrals.Read More
FIM group was looking to expand its services to clients by establishing transfer planning and trust services.
In this case study, learn about the effortless and conversational way FIM Group found to reengage clients and move them past insurance and investments. Using a streamlined and simplified solution, FIM Group was able to engage clients in estate planning and start valuable relationships with estate heirs.
See how FIM Group was able to:
- Easily start the conversation about life and legacy planning
- Get people organized and actively involved in estate planning
- Identify gaps in clients’ planning and offer ways to fill them
- Connect with heirs and continue to manage their assets
- Improve client retention & build referrals