As client service experts, we enable advisers to deliver a premium client experience. We coach and consult with advisers to help implement a financial advisory approach which seasonalizes their business and delivers systematic, proactive, relevant, and coordinated financial direction. Join us for this session to learn how to achieve the most from your client service model - putting your clients in motion!

Course Objectives
  • Learn how to access and excel at client service to enhance revenue and streamline workflow
  • Get an overview of affluent clients and their financial needs
  • Discover how your service model can help clients set goals and make right decisions at the right time
Course Information
Date Presented:
January 26, 2017 2:00 PM Eastern
30 minutes
Registration Fee:
Driving Results with Seasonal Client Service
Speaker Information
Christopher Conigliaro CFP   [ view bio ]
Charles Hamowy CFP , CPA/PFS  [ view bio ]
Individual topic purchase: Selected
This course is no longer available for purchase.