STRATEGIC ENGAGEMENT FOR FINANCIAL SERVICE PROVIDERS
STRATEGIC ENGAGEMENT FOR FINANCIAL SERVICE PROVIDERS
Build Deeper Relationships, Drive More Referrals, and Keep Clients for Life
You work hard to earn your clients’ trust. But keeping that trust strong, year after year, generation after generation, takes more than good advice. It takes intentional, consistent relationship building. The kind that makes clients feel remembered, appreciated, and valued.
At The Expressory, we help financial advisors build those kinds of relationships. Using a proven customer engagement strategy, we make it easier to stay top of mind, increase referrals, and grow long-term loyalty, without adding more to your already full plate.
Why Advisors Get Stuck
Even the best advisors struggle to stay connected. Client relationships are the heart of your business, but they can be hard to maintain as your practice grows. Here are the most common mistakes we see in the financial services space:
No consistency in the execution of customer care (if at all)
Missing key client milestones or life events
Assumption that great work speaks for itself
Not knowing how to stay top of mind outside of reviews
Waiting for referrals instead of nurturing the relationships that provide them
No, or limited relationship with your client’s next generation
No differentiation in experience for high-value clients
No systems and processes to manage relationships strategically
20-minute conversation. Zero pressure.
The Expressory helps advisors (and other financial service providers) implement relationship-first customer engagement strategies that turn care into measurable outcomes.
Your clients want to feel seen, understood, and valued. We help you deliver that experience consistently, without it becoming another thing you have to manage. Think of us as your strategic engagement partner, keeping your best relationships warm and your practice growing.
List of benefits (not features):
A proactive plan for predictable, recurring revenue from high-value clients
Improved client loyalty along with more up-sell opportunities
Clients turn into repeated referral sources (without asking awkwardly).
Higher retention of generational wealth
Higher retention of your top-tier clients
Referral partners become repeat advocates
A personalized and done-for-you solution that turns your overlooked relationships into your most loyal advocates.
No gimmicks. Just a Relationship-First Strategy that works.
We help you implement The Expressory’s Strategic Engagement Methodology through 2 strategic pillars
Retain
Implementation of a client nurture system that keeps top clients emotionally connected and turns them into enthusiastic advocates, so loyalty, retention, and referrals rise organically.
Expand
Strengthen and retain your most valuable relationships, the ones that drive loyalty, continuity, and generational wealth. Then, turn that trust into a steady stream of referrals through a proactive, personalized customer engagement strategy that keeps your practice top of mind.
Loyalty, referrals, and retention don’t happen by accident.
When your clients feel personally cared for, they stay longer, share more, and bring others with them. Our latest data backs it up:
69% of people say receiving a thoughtful gift makes them more likely to stay
70% say they would recommend the vendor who expresses care
Choose Your Plan
Whether you're looking to stay connected with existing clients or elevate the customer experience for your high-end clients, we’ve got you covered. Pick the level that fits your firm’s needs. Or start with a project to test the water.
Foundation
Best for: Advisors who want to consistently show appreciation and have a thoughtfully designed customer experience.
Highlights: Discovery + touchpoint mapping; monthly management of gifting needs (e.g. birthday); templated catalog of curated gift options; branded inventory as needed; ad-hoc gifting options; done-for-you coordination
$450 setup + $300/mo + per-piece costs
No minimums - Cancel anytime
Strategic Engagement
Best for: Advisors who want personalized and higher touch experiences for high-value clients or to nurture strategic partners.
Highlights: Everything in Foundation + custom/personalized gift curation and execution; strategic partner list research, calendar of touchpoints planned annually and executed for you
$4,000 initial 3 months $600/mo ongoing + per-piece costs
No minimums - Cancel anytime
One-Time Project
Best for: When you need a campaign, program, or special touch without a long-term commitment
Highlights: End-to-end execution of direct mail touchpoint for a targeted list — e.g. holiday mailing, appreciation kit, event gifts
$300 project fee + per-piece costs
No minimums
Pricing is a starting point; final cost depends on scale, complexity, and gift types.
Not sure what’s right for you?
Let’s talk through where you are, what you’re trying to grow, and whether we’re a good fit. No hard sell.
This is for you if...
You want a more consistent way to deepen relationships with existing clients
You’ve been relying on referrals, but don’t have a system
You’re missing key client moments or milestones
You want to differentiate the client care you deliver to higher tier clients
You’re ready to stand out — without adding more to your plate
Let’s build your relationship engine together.
Whether you're just curious or ready to roll, we’d love to discuss how this can work for your practice.
Address:
1500 S. Sylvania Ave #106
Sturtevant WI 53177
Phone:
414.243.8971