Learning Center

How to Gain Business Using Research

Product not yet rated

Includes a Live Event on 06/15/2022 at 12:00 PM (MDT)

The secret to getting referrals and more business from clients is to know them better than anyone else. That is why client research is critical in determining advocates and possibly identifying things that need to be improved. Mike Byrnes will share best practices for all the different forms of research, including social media, surveys (qualitative and quantitative), one-on-one client interviews, focus groups and advisory boards. The goal of this presentation is to know how to create stronger client relationships and increased business.

Participants will learn how to:

establish stronger relationships with their clients

assess which research methodologies would better service clients

make improvements in business

Mike Byrnes

Owner of Byrnes Consulting, LLC

Byrnes Consulting

Mike Byrnes, a national speaker and owner of Byrnes Consulting, LLC, works with advisors to help them become even more successful. Recognized thought leader on practice management topics and has spoken for the FPA numerous times. Published 400 times in over 40 media outlets throughout the financial services industry. Thirty years’ of expertise in business planning, marketing strategy, business development, client service and management effectiveness, along with several other areas. Specializes in helping businesses grow by utilizing the right mix of branding, PR, websites, emails, social media, sales, events, advertising, direct mail, marketing collateral and research. Learn more at ByrnesConsulting.com.


How to Gain Business Using Research
06/15/2022 at 12:00 PM (MDT)   |  60 minutes
06/15/2022 at 12:00 PM (MDT)   |  60 minutes
Course Evaluation
7 Questions
Certificate of Completion
Live Viewing: 1.0 CFP CE credit and certificate available
Live Viewing: 1.0 CFP CE credit and certificate available