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!
January 26, 2017 2:00 PM Eastern
This course is no longer available for purchase.