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2019-04-22 • 20 second read

WEBINAR INVITATION: The Indispensable CSA Part III - Click to register free:

For Advisors, their support team is the secret to an efficiently run practice. They are the glue that keeps things together, and they ensure a consistent client experience.

In this fast-paced webinar, the third in The Indispensable CSA series, Duncan MacPherson and Elaine Christakos outline a proven approach that enables support team members to help professionalize the ongoing client service process. This approach details how to:

  • Examine your current client service model
  • Develop and refine processes to ensure all clients know what to expect from you
  • Assign responsibility to ensure everyone knows their role and stays in their lane
  • Systematize your service matrix
  • Develop advocacy from you best clients

Wednesday, May 1st at 4:10 PM Eastern/1:10 PM Pacific

Click to register free:

Can’t make it? Register anyway and we’ll send you a link to the recording

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