Coaching Professionals for over 20 years1.866.593.8020
Coaching Professionals for over 20 years
Pareto App
Pareto Academy Login
Blog Posting Image
The Support Team and its Role in the Client Experience
2019-03-08 • 20 second read

WEBINAR INVITATION: The Indispensable CSA Part II - 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, Duncan MacPherson and Elaine Christakos outline a proven approach that enables support team members to help professionalize the fit, onboarding, and ongoing client service processes. This approach details how to:

  • Examine your process for onboarding new clients
  • Ensure consistency throughout the client relationship
  • Assign roles and responsibilities within the team
  • Enhance overall client experience to move clients to advocacy

Thursday, March 28th 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...

Pareto Systems
Thank you for submitting the online form. A Pareto Systems representative will contact you within 24 hours or the next business day.