Join the Client Experience Institute as we provide insights about how the professional advisory community can create distinctive value during this time of need.
Whether an eventual exit is eminent, or we need to focus on muscle building the client’s business, learn some valuable techniques and approaches that will compliment your role as a trusted advisor.
- Learn how to utilize the six value creation levers
- Understand how to deploy the PACT approach to other advisers
- Be introduced to an advisor readiness assessment
About the Presenters:
Learn from industry experts Judy Bodenhamer & Marc Rosen. Co-founders of Client Experience Institute™.Meet the Presenters