Transform Excellent Client Service Into Predictable Organic Growth

ESG advisors who implement systematic client education achieve predictable organic growth through informed client advocacy

Predictable growth happens when clients understand your methodology well enough to:

• Write specific, compelling reviews that differentiate your approach

• Make strategic referrals with context about your distinctive expertise

• Share your content with authentic personal endorsements

When your clients have a deeper understanding of your expertise, they naturally become informed advocates who amplify your marketing across multiple channels

The Systematic Approach: Educational Email Courses

After over 20 years of helping investment professionals turn complex strategies into compliant client communications, I've discovered that systematic client education makes all marketing efforts more effective

Systematic client education creates the foundation that makes predictable organic growth possible...Rather than hoping satisfied clients will naturally become advocates, you can systematically develop their understanding of your methodology

When you download this framework, you'll receive a demonstration of an educational email course that addresses common misconceptions a client may have on a particular topic

Your ESG Clients Are Ready For Deeper Engagement

This framework is just one way you can structure client education that consistently transforms satisfied relationships into informed partnerships that drive predictable business development.

Download Your Framework

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Congratulations! The educational email course framework is on its way to your inbox.

Within the next minute or two, you're going to get an email from me, Lisa Marie Harast.This email contains one possible approach you could implement, so be sure to check it out!If you have any questions, don't hesitate to hit reply and let me know—I'll be happy to help! 😊Now go and check your inbox!

P.S. If you don't find the email in your inbox in the next couple of minutes, please check your spam folder...Chances are it ended up there.(Since I'm relatively new to sending emails to my list, sometimes the "email algorithms" think I'm a robot! 🤖)

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