Webinars

How to Illustrate Value to Your Clients

January 23, 2020 @ 1:00 pm

What actions can you start taking today to illustrate your value to your clients?

Jamie Hopkins, Director of Retirement Research at Carson Group, orchestrated an extensive study to research how clients perceive value from their advisors. He will be joined by eMoney’s Connor Sung to present the findings and talk about how you can deliver more value to your clients today.

How many times should you meet with your clients annually? Are you acting as a teacher if your clients aren’t financially literate? How are you communicating your fees? What is included in their financial plan?

Join Jamie and Connor at 1 p.m. CT on Jan. 23 to dive into the results of the study – and to learn how you can show more value to your clients today.

 

How to Illustrate Value to Your Clients

Details:

Start:
January 23, 2020 @ 1:00 pm
End:
January 23, 2020 @ 2:00 pm
Event Category:
Webinars

Tired of Never Really Clocking Out?

We could help you shave hours off your work week.

close-image

Wish Your Clients Bragged About Your Tech?

Our new CX is leaving clients speechless

close-image