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Marketing & Sales Support

Client Centered

Marketing Support

If you’re a successful advisor, you already know that the cost of obtaining a new client is often far greater than the cost of keeping an existing client. That’s why at Nexus we offer marketing solutions to help you work on your existing book of business and preserve your current valued clients. We can help you work smarter by developing a marketing plan, choosing the correct marketing tactics for your business model and techniques for tracking your results. In this very competitive market place, you need to effectively capitalize on your strengths to deliver the successful return on your investment.

Sales Support

Nexus Financial, stands ready to offer personal, customized sales practice support and techniques that can help you cross-sell to your existing clients and reach out to prospects. Throughout the year, we offer smaller targeted meetings which are hour long “drill down” type meetings on specific products. We also host multiple larger meetings which cover various investment products and concepts. LFA also makes available through our advisor AdviceNext™ website platform, a range of investment product videos for beginners through advanced planners.