Client Engagement and Retention

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In this module, you will gain valuable strategies for engaging and retaining clients effectively. First, you will learn how to research and create Ideal Client Profiles (ICP) to target your marketing efforts effectively. You will also master the art of email marketing, from designing engaging content to ensuring compliance with relevant regulations. Additionally, you will discover the secrets to planning and executing successful marketing events that drive client engagement. We will also explore lead generation tactics for both B2B and B2C scenarios, and you will gain expertise in nurturing leads and converting them into long-term clients. Personalizing your marketing efforts can build stronger client relationships and improve client retention.

​Learning Objectives

Upon successful completion of this learning activity, you will confidently be able to:​

  • Learn how to research and create Ideal Client Profiles (ICP) for targeted marketing efforts.
  • Master email marketing strategies, including designing engaging content and understanding compliance.
  • Develop skills for planning and executing successful marketing events aimed at client engagement.
  • Understand and apply different lead generation tactics for both B2B and B2C scenarios.
  • Gain insights into nurturing leads and converting them into long-term clients.
  • Learn how to personalize marketing efforts for better client relationships and retention.

Presenter

Intention.ly

CFP® CE Credit

This content is not eligible for CFP® continuing education (CE) credit.

The College’s Professional Recertification Program (PRP)

This content is eligible for 0.9 hours of PRP continuing education credit.

To begin, click on the button below. As you move through the content, make sure to mark each page complete by clicking on the appropriate button, and then click Next Lesson at the bottom of each page. Once you complete the entire activity, the progress bar will show 100%.

Client Engagement and Retention

Building Your ICP – Ideal Client Profile
Lesson 1 of 5 within section Client Engagement and Retention. You must enroll in this course to access course content.
Email Marketing Best Practices
Lesson 2 of 5 within section Client Engagement and Retention. You must enroll in this course to access course content.
Event Marketing for Advisors
Lesson 3 of 5 within section Client Engagement and Retention. You must enroll in this course to access course content.
Lead Gen for B2B and B2C
Lesson 4 of 5 within section Client Engagement and Retention. You must enroll in this course to access course content.
Complete Your Learning & Next Steps
Lesson 5 of 5 within section Client Engagement and Retention. You must enroll in this course to access course content.

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