Build Trust in a fraction of the time by creating FRUITFUL CLIENT RELATIONSHIPS

The wealth management industry is estimated to hold nearly $89 trillion globally¹. Is your firm built to retain your best clients for generations to come?

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Have you Lost your competitive Edge?

The market is more competitive than ever before with the pool of people willing to work with an advisor down and the skepticism on the rise, but we see this as an opportunity for your firm to shine by implementing our Fruitful Retirement process to propel you to the forefront of your industry.

of people have strong trust in insurance agents and brokers, a study by Deloitte found. ²

of clients plan to switch wealth management providers over the next 3 years.³

of customers trust their financial advisor, EY found.⁴

of clients switched firms after a major life transition such as leaving a job.⁴

Firms that go the extra Mile (in less time) will have a more fruitful future (Sooner)

The Fruitful Retirement offers consulting to financial services and insurance firms to provide a proven, repeatable process for delivering a superior client experience that increases the return on investment for the firm, the advisor, and the client with consistency, clarity, and in a shorter amount of time.

This approach dispels the myth that building relationship capital takes a long time by teaching Jim DeGaetano’s 3 pillars of client advocacy: motivation, expectation, and communication. Through this process you will inevitably increase client retention and loyalty, while creating your competitive advantage.

What You'll Learn

Understand the art of being fruitful and how you can apply it to developing fruitful relationships with your clients

Learn how to use the Financial Path to Clarity tool to accelerate trust in your client relationships

Discover ways to increase loyalty and the long term value of your relationships through fruitful client retention practices

Who is the Fruitful Retirement Workshop for?

Mutual fund, annuities, and insurance companies who want to retain not only their brokers, agents, and advisors but also their clients.

About Jim

Jim DeGaetano, CFP®, CPA, MBA is the President of Diamond Wealth Advisors, Creator of The Fruitful Retirement™ method, and Author of The Fruitful Retirement. Jim's process is committed to helping his clients create a financial path to clarity for their lifetime goals and dreams. This was the impetus to the development of The Financial Path to Clarity process, which he created for other firms to be able to achieve the same results: building trust and lasting relationships with clients. Jim is also a sought after speaker on the topics of strategic planning, retirement, and relationship capital. He resides in Carlisle, PA with his wife Jen and his two kids Anna and Garrett, who have both given their seal of approval to his new children's book Larry the Bunny Saves his Money.

Jim DeGaetano, Financial Planner and Author

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1. Global Asset Management 2020 Protect, Adapt, and Innovate (2020). Boston Consulting Group.
2. EMEA Insurance Data Analytics Study (2017). Deloitte.
3. Capturing the Insurance Customer of Tomorrow (2015), Accenture.
4. 2019 Global Wealth Management Research Report, Ernst & Young (2019)