Clients for Life: How to Increase Revenue and Build Client Loyalty

  • 07/16/2019 11:00 AM - 11:30 AM Eastern

Presented by Tom Pistole

National Sales Manager, Client 4 Life Management System, Ash Brokerage

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The investment advice model is changing ... are you?

Doing business the way it’s always been done is no longer producing the expected results. Through our partnership with the Client 4 Life Management System, we'll look at four key areas of client relations - acquisition, communication, service and retention.

You'll leave with an understanding of how the System's patented, fractional, team-based approach can help you:

  • Increase revenue Run an efficient process-driven practice
  • Manage the customer lifecycle to create clients for life

The System continues to gain industry recognition as the "new foundation for practice success." Join us July 16 to see how it can help you get the results you need.

 

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