25.4 C
New York
Friday, April 14, 2023

Creating a Shopper Service Flywheel with Carl Richards and Jess Bos

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.

Sponsored by




Carl Richards

Licensed Monetary Planner™ and New York Occasions columnist

Conduct Hole


Jess Bost, RICP

VP, Strategic Partnerships & Shopper Success

Alpha Architect


Michael Lecours, CFP®- Host





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