Home / Course catalog / Creating a Memorable Client Experienc... (37749055)

External Courses

Creating a Memorable Client Experience (37749055)


Description

During this interview with top producer and wealth management advisor Keith Spengel, he shares ideas on how to create a top-shelf client experience. Keith and members of his staff share ideas on how to differentiate yourself through client service. They also provide insights regarding client appreciation and how to utilize these events to generate high quality referrals to affluent prospects.

Duration: 12m

Content
  • Creating a Memorable Client Experience
Completion rules
  • All units must be completed