For Advisors & Agents

There are three common questions that plague most advisors today:

  • How can I reach out and connect with new clients?
  • How can I offer more assistance and strengthen my client relationships?
  • How can I help inspire the 2nd generation to gain new clients and protect my business?

Advisors in financial planning, insurance & real estate face tremendous challenges attracting & retaining quality clients in an extremely competitive environment. And while most advisors truly want to help their clients and their families by offering good service, prospects and clients recognize that they have many choices when looking for an advisor or agent. As a result, advisors need to provide a deep level of commitment, client service and knowledge to the relationship.

Exceptional advisors recognize that helping clients and attracting prospects means looking to add real value to their communities and to their client relationships. While most advisors are comfortable with the PRODUCT knowledge they can offer, they often need help to effectively inspire, educate and drive action in people.

Enriched Academy provides a unique platform to connect with new and second-generation clients. By utilizing our engaging, entertaining and informational video-based program, you have a unique way to reach an audience on a topic that matters to EVERYONE… Financial Knowledge & Awareness.

Contact Enriched Academy to see a demo and learn how advisors utilize Enriched Academy to help connect with new prospects, deepen client relationships and add value to the communities you serve.

Why should advisors and agents provide more value to their clients?

The debate around the Value of Advice is constant…and it should be. Clients want and deserve a deep level of commitment, client service and knowledge from their agents and advisors. Enriched Academy helps agents and advisors increase the value they bring to their clients and prospects while providing inspiration and knowledge around financial awareness.
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How will this program increase my client retention rate?

The more value you bring to the table the more likely your clients will stick around and do business with you. This is a great opportunity for you to capitalize on a growing problem many families have which is: Teaching their children about money. When you are able to help a client set the foundation of wealth for not only themselves but also for their children…you are creating a long lasting relationship.
See how we can help!

How can I gain new clients using this program?

Enriched Academy provides a unique platform to connect with new and second generation clients. By utilizing our engaging, entertaining and informational video based program, you can reach an audience that desperately needs this information, while assisting parents in their efforts to help their children.
See how we can help!

What You’ll Learn

When it comes to financial awareness & building wealth, a proper mindset is critical. Enriched Academy breaks down all the major misconceptions families have towards money to allow us to build a solid foundation on real knowledge and awareness. Half the battle in learning how to control money is knowing that most people make the exact same mistakes. A little extra inspiration can go a long way in helping your prospects and clients get things going in the right direction.
There are a few key things that everyone needs to be clear on when it comes to Credit, Loans & Credit Cards. This section educates families on the key components of credit, credit cards and loans, so you can make informed decisions and avoid the pitfalls of debt.
There are two fundamental skills that are absolutely critical for every family to master in order to set themselves up for financial success: Controlling Debt & Setting a Budget. Enriched Academy has created proprietary tools, designed to show families that these are simple steps, requiring just a few minutes of effort. These form the back bone of their ability to create a plan to avoid debt while controlling their money.
Most parents think its too late and too risky to start building wealth in their lives. It is one of those things they wish they did sooner. Interestingly enough, many parents think it is too early to get their children started as well. Nothing could be further from the truth. In this section families will learn the best time to start building their wealth is right now. It is NEVER too early, or too late!
At some point in all our lives, real estate is something we explore. Some people rent, some buy, and others invest in real estate. This is one of the biggest decisions people make in their lives. Enriched Academy helps families understand the fundamentals around real estate, while helping create awareness around how others perceive real estate and how they can start to think about real estate as a opportunity in their future.
Many families have already spent years mastering the art of setting goals and recognizing the importance they play in their day to day success. This section will help families improve their understanding of how to set effective goals, along with the impact they have on their career and financial success.

Quick Facts:

      • It costs 6 to 7 times more to acquire a new customer than to retain an existing one.
      • Reducing customer retention by just 5% can increase your profits by at least 25%.
      • 80% of your company’s future revenue will come from just 20% of your existing customers.
      • Client attrition due to a lack of 2nd generation relationships is a significant factor in the loss of clients for advisors.

What Client’s Say

“Thank you so much for taking the time and making the trip to our Peterborough area. Your attendance to our Investors Group meeting is going to change lives. I thought that it was so straight forward to the point with no BS. I believe that what you are doing will actually make such an impact; that it will actually make a real difference. I am glad we met.”

– Joanne B