Our services in the selected location:
  • No services available for your region.
Select Location:
Select Location
    Remember my selection
    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 FCA 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.
    Your browser is out of date. It has known security flaws and may not display all features of this and other websites
    RELATIONSHIP-BASED MARKETING 

    RELATIONSHIP-BASED MARKETING

    Participants examine what they've done to earn introductions, determining next steps for incorporating asking for new introductions.

    Workshop Overview

    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 

    How Do You Ask for Introductions? A Four-Step Approach

    For illustrative purposes only.

    Takeaways

    The workshop is intended to leave participants with a better understanding of how to use introductions from  satisfied clients to build new business: 

    • Building blocks for creating a more effective client introduction process
    • Strategies for implementing the process 

    MATERIALS

    Workshop Presentation
    PDF
    Download

    INTERESTED IN PARTICIPATING?

    Workshop to help you build business and drive sustainable growth in advisor practices. Contact your GSAM representative for more information.

    Cultivating Centers of Influence

    "Centers of influence" are individuals who can help build networks, solidify client connections, and explore new opportunities. We seek to help advisors maximize the benefits of their COI relationships.

    CONTACT US See More

    For More Information
    Sales Desk
    +44 20 7774 7779
    Funds Client Service
    +44 20 7774 6366