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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: attendee.gotowebinar.com/register/3026210439690679563

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: attendee.gotowebinar.com/register/3026210439690679563

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

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