Practice Management Takeover with Charesse Spiller

Creating a Successful Client Service ModelFinancial planning firm owners are confident that they deliver exceptional service. However, they become so bogged down in the details of working in their business that they forget to work on the business. This webinar will focus on the following:
  • Creating an outline of your firm’s services
  • Better understanding what tasks your services encompass
  • Capturing your value proposition
  • Building unique “wow” factors to nurture client relationships
  • Setting up a delegation plan for your service model
  • Pulling yourself out of the business’s day-to-day to free up time and add value to your firm.


Was this article helpful?
0 out of 0 found this helpful
Have more questions? Submit a request


Powered by Zendesk