Broker Check
10 Nov
Practice Management Workshop - Building a client referral network


The R.A.W. Skills process is a series of workshops to strengthen client Retention, Acquisition and Wallet-Share.  

Advocate-based Wealth Advisory Practice
How to build an Advocate-based business.  A business that nurtures symbiotic relationships with clients and centers of influence.  Where your relationship management process and narrative turns prospects into clients and clients into referral advocates.  A process and narrative that attracts a stable of centers of influence who partner with a sales professional as a referral advocate. 

R.A.W. Skills Workshop Agenda
  1. Review Advocacy Statement
  2. Building an advocate-based narrative
  3. How to turn clients into referral advocates

Workshop Facilitator
Andy Strauss, Director of Wealth Management at Regal Advisory Services.  Andy has been partnering with advisors in all channels of advisory services and brokerage for more than 25 years.  He has coached hundreds of advisors how to build trust and differentiate their business.  He leveraged best practices of successful advisors to develop an advocate-based sales process called R.A.W. Skills to strengthen client Retention, Acquisition and Wallet Share.  Andy graduated from Brown University with a BA in Business Economics. He holds the CIMA® Certification and the Series 24, 7, and 63 licenses.

Date and Time

Thu, Nov 10, 2022

4:15p - 5:00p EST


Zoom Webinar


Event Registration