Clients Not Calling You Back?

Clients Not Calling You Back?

As a regular speaker for CE-Credits, Pro-Seminars, and other Financial Planning groups, I get to talk to a large number of Financial Planners and Advisors.

Over the years, I’ve made a point of asking…

“What is your greatest challenge?”

The most common response that I’ve received, by far, is

“Client’s don’t call me back.”

This leads to bigger questions from my Financial Planner friends, “How can I protect my clients and their families without a conversation?” and “How can I sell more without a conversation?”.

The “Call Back Challenge” answer range I’ve been told by Financial Planners’s ranges from 5% to 80% of clients not calling them back –  that’s potentially hundreds of households vulnerable to what life deals them.

The Imagination Partner Program can help.

We created The Imagination Partner Program (IPP) to specifically help Financial Planners overcome the “Call Back Challenge“.  The IPP includes over 30 creative ideas most FP’s have never heard of before and is NOT offered by your employers’ training programs.

The IPP is much different than the technology, advertising or other conventional customer engagement tools that you know and may have tried before.


All it takes is a 10-minute phone call.  I’ll give you one of our proven tips.  Use the tip that same day and you will make an impression on your clients and prospects.  If it doesn’t work, you don’t ever have to talk to me again!


Larry Hoover is President of HomeGuard and the Innovator behind the Imagination Partner Program, Canada’s premier program helping Financial Planners better engage their clients and stand out from their competition.

Contact him today at 1-800-799-9040 to learn more.