Are you in search of a scientific approach to serve your purchasers past the onboarding course of? Be a part of us for a webinar to discover ways to apply Carl Richards’ 17-point audit ideas to create your personal custom-made course of.
Whether or not making a guidelines or service calendar, Carl and Jess will present precious perception and a template (developed with fpPathfinder) on the right way to ship distinctive worth and set up an efficient work-life stability.
On this webinar, Carl Richards and Jess Bost will cowl the next:
- How one can ship worth to purchasers that’s distinctive to you.
- Creating precious audit processes that resonate with purchasers.
- Creating processes with work-life stability in thoughts.
CIMA®, CPWA®, CIMC®, RMA®, and AEP® CE Credit have been utilized for and are pending approval.
Licensed Monetary Planner™ and New York Occasions columnist
Jess Bost, RICP
VP, Strategic Partnerships & Shopper Success
Michael Lecours, CFP®- Host