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Professionalize the Client Experience
2018-12-27 • 5 minute video

In this episode Chris Jeppesen introduces the concept of a Client Onboarding Process and using a service timeline to contrast yourself from other advisors and how to successfully implement the strategy with your clients.

Join me and Chris Jeppesen for our 2019 kick off webinar! Click here to register:

The Advisor of the Future - Adapt and plan to thrive while others struggle to survive

Wednesday, January 16th, 2019 at 4:10 EST

WEBINAR DETAILS: Chris Jeppesen and I, co-authors of The Advisor Playbook, invite you to join us for a strategic planning webinar where we will pass along actionable, proven strategies that will enable you to:

  • Put more sand in your hour glass through effective time allocation efficiencies
  • Refine your growth and profitability model
  • Create intellectual property and elevate the client experience to drive enterprise value

You've heard the mantra, "The best work on their business not in it. The best get from the day, not through it."

If you're looking for the best practices that separate the best from the rest, this webinar is for you. See you there!

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