Accelerate your Business Growth through Video
with Guests: Laura Garfield
and Sharon Gottula
Includes Q&A Session
Thursday, November 4th at 12 pm ET
Top advisors today are using video as a key component in their growth strategy. Especially through this disruption of the past 19 months, when digital media has become one of the most important ways to communicate with clients and prospective clients.
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Strengthen your client relationships
2021-08-06 • 20 sec

When it comes to practice management, a lot of attention must be placed on the client experience. Using an agenda, having a fit process, onboarding a client systematically and deploying a service matrix are just a few of the essentials that I help advisors put into action to project professionalism and strengthen their client relationships.

Work with my team to learn how to strengthen your client relationships:
https://www.paretosystems.com/total-client-engagement.html

#branding #businessdevelopment #practicemanagement

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