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Hosting Exceptional Client Reviews
In many instances, client review meetings are the only opportunity for an advisor to demonstrate true value to a client. Yet, we find that many advisors do not have a formalized, structured process they can depend on to assist in their review efforts.

Within this session, we will discuss, in detail, industry data and uncover what clients perceive as value drivers and how to incorporate these findings for all client communications. We will also offer a process and framework to support review process implementation.

Jun 15, 2023 01:00 PM in Pacific Time (US and Canada)

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Speakers

Derenig Kostikian
Vice President, Business Consultant @AssetMark
Derenig Kostikian has over 15 years of experience in the financial services industry. Most recently, he was a consultant at one the nation’s largest independent broker dealers serving over 2,000 financial advisors. Before that, he worked as a retirement consultant at a smaller broker dealer that was a wholly owned subsidiary of one of the Nation’s largest insurance providers. Derenig earned a Bachelor’s degree in Management from the University of Massachusetts, Boston. He also is a Certified Financial Planner and Certified Plan Fiduciary Advisor and holds series 6,7,63, and 65 securities licenses.