Featured Presentation from September’s Foresight From 2020 Virtual e-Summit: Referable Moments with Terry Gronbeck-Jones and Sherri Palle, Certified Pareto Business Consultants – For many years now, Sherri and Terry have coached elite advisory teams on how to provide an exceptional client experience. In this session, Sherri and Terry share some of their favorite standout examples that showcase how top teams have gone above and beyond what's expected by expertly utilizing FORM information, Moments of Truth, Annual Anchors and more. These proven strategies should be a key component to your Q4 and 2021 strategic plans.

Click here to view Sherri and Terry’s presentation on YouTube