This final session of the Advisor Websites educational series is presented using the latest evolution of Redtail: Project Tailwag!
Not only do clients keep your practice running and (ideally) help you bring in new business, but clients are your number one referral agent and brand ambassador. Are your clients happy with the experience your firm provides?
Watch this final recorded session:
- The difference between an average and great client experience
- How to build a long-term delightful experience for clients
- Incorporating tools to streamline this process
Join us as we continue an educational series of webinars that will focus on using your website and CRM together to generate new leads, close business and delight clients.