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Hosting Exceptional Client Reviews
In many instances, the review meeting is the only opportunity for an advisor to demonstrate true value to a client. Yet, we find 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 within all client communication. We will also offer a process and framework with which to support review processes.

May 19, 2022 04:00 PM in Eastern Time (US and Canada)

Webinar is over, you cannot register now. If you have any questions, please contact Webinar host: Gretchen Golembewski.