Turning Acquired Clients into Advocates

Live Webinar June 11, 2026 at 01:00 PM EST

Referrals remain the most powerful—and underutilized—growth channel post-acquisition. This session explores how to cultivate trust, loyalty, and advocacy among newly acquired clients. Advisors will learn how to communicate their expanded value proposition, identify referral opportunities, and build systematic outreach programs. Attendees will leave with actionable scripts, strategies, and timelines to turn integration success into sustained, organic growth.

A live Q&A will follow. Those who register will receive a recording of the webinar and resources following the event.