We have been made aware that there are external parties falsely claiming to carry out financial services on behalf of Goldman Sachs (including Goldman Sachs Asset Management International and Goldman Sachs International) in order to market fake investment products and to solicit monetary payments. These external parties may pose as Goldman Sachs through the use of fraudulent communications via email, instant messaging or phone, as well as through the use of fake brochures and other documents containing Goldman Sachs branding and logos.
The Financial Conduct Authority of UK has issued warnings about these fraudulent activities which can be found here and here.
It is important to know that any communication you receive from Goldman Sachs would only come from an @gs.com e-mail address and/or be found on the goldmansachs.com website. Further information regarding how you can protect yourself from fraudulent activity online and how you can contact us about this can be found on the Goldman Sachs Security page, available here.
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Finding new prospects by way of client introductions is the preferred approach of top advisors as they expand their practices. This one-hour interactive workshop seeks to leave participants with a blueprint for assessing their situation and understanding what they can consider changing to generate more introductions.
The workshop reviews (1) how to leverage relationships and traditional word-of-mouth marketing to expand your business more efficiently; (2) how to engage with clients making them aware of your interest in expanding; and (3) how to devise strategies to make your clients capable of expressing your value clearly to others.
Over the course of the workshop, participants explore topics such as:
|1. Understanding whether introductions are deserved and why – and if not, why not||2. Ensuring there is sufficient awareness among clients of your desire to grow your business through introductions|
|3. How to draft an effective script to ask for introductions using a four-step process||4. Suggested steps to help participants apply and execute the workshop’s insights
For illustrative purposes only.
The workshop is intended to leave participants with a better understanding of how to use introductions from satisfied clients to build new business:
Workshop to help you build business and drive sustainable growth in advisor practices. Contact your GSAM representative for more information.