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The Six Dimensions of Excellent Client Service

‐ Jan 21, 2014 4:40pm

We talk about offering great client service, but what does that mean? How do we measure it? And if we don't have a clear measurement metric, how do we know if we're doing a great job or a poor job? How do we know if we're improving or backsliding?

This session will identify six components of superior client service in a financial planning context, and provide clarity to a topic that is often discussed, seldom analyzed--and is absolutely crucial to your growth and prosperity as a professional.