Q4 is the perfect time to finish the year with a bang, especially as we come out of an unprecedented disruption, and then fast track success in the New Year. Duncan will highlight three key steps financial professionals should take to maximize their client relationships and position their businesses for a strong and profitable final quarter of 2021, and for a great start to 2022. Each of the strategies is easy to implement and translate into results quickly and predictably. Duncan will walk through a proven process to:
Rejuvenate relationships with their best clients
Amplify growth through advocacy
Make timely adjustments to increase efficiency and productivity
This webinar will include a live Q&A with Duncan MacPherson. You can ask your questions live, or enter one when you register: https://register.gotowebinar.com/register/5903695761569804
Can’t make it, but don’t want to miss out? Don’t worry, register now and ask your question, and we will give you access to the recording following the broadcast.