We’re in the business of creating confidence in the financial futures of everyone we touch. Client reviews can help you reinforce your value and their confidence. Join AssetMark for Hosting Exceptional Client Reviews webinar, part of their Business Builder Series.
Date & Time
May 16, 2024 03:00 PM in Eastern Time (US and Canada)
Description
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.
Register Here
TC141748(0524)