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ENGAGE 2017


ENG17LL04 - ENGAGE Education Lab: Capturing Relationship Alpha - How Getting Out of Your Comfort Zone Creates Deeper, More Meaningful Client Relationships


Jun 12, 2017 4:20pm ‐ Jun 12, 2017 4:45pm

Standard: $49.00

Description

Not every ‘alpha’ is attached to an investment return. During difficult life transitions, advisors can and do become confidants to their clients, who desperately need objective third party voices and advice on things that have nothing to do—on the surface—with money. From downsizing to difficult conversations about long term care, this presentation provides examples of how by getting out of their comfort zone advisors can deepen their relationship with their clients, provide clarity in their time of need, and help capture relationship alpha that can increase referrals and retention.

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