Delivering 5-Star Service – developing a strategic plan and the necessary tactics to deliver excellent client service that leads to asset retention and organic growth.
Our programs activate:
BRANCH MANAGERS who want to coach and mentor their advisors in the areas of client advocacy, practice management or team development
TRAINING DIRECTORS who are looking for results-driven content related to client advocacy, practice management or team development
COACHES and CONSULTANTS who are responsible for helping financial advisors build and manage better practices and teams
MONEY MANAGER or MUTUAL FUND marketing personnel who are looking for new ways to add value to their advisor relationships