The Support Team and its Role in the Client Experience

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...