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ENGAGE 2017


ENG17LL02 - ENGAGE Education Lab: Efficiency Solution - Systematizing & Automating Monthly Client Touches


Jun 12, 2017 3:20pm ‐ Jun 12, 2017 3:45pm

Standard: $49.00

Description

Efficiency Solution: Systematizing & Automating Monthly Client Touches

Every advisor knows how important frequent client touches are to achieve service excellence. The problem is most firms haven't built out a systematized client touch delivery strategy. And most are unsure about how to design the optimal frequency and types of touches that will generate the desired impact.

Discover how you how can systematize a client touch delivery strategy. Learn how to combine various types of client touches and exactly when to do them. You will be given specific examples of how to deliver over 70 client touches per year that clients greatly appreciate will keep you top of mind.

Speaker(s):

  • Deborah Fox, CEO & Founder, Fox Financial Planning Network

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