Description
In this webinar, you`ll learn how to: Gather data to best understand your clients` needs, wants, and desires Define the client experience aligned with both your objectives and those of your clients Develop a consistent, client-focused meeting process that is goal-driven to make you more effective and efficient Establish and manage client expectations effectively for high satisfaction Communicate your personalized approach to prospective clients
Visitors profile
Financial Advisors, Investment Advisors Wealth Managers, Financial Planners