Lock In Loyalty With Continuous Client Service

Lock In Loyalty With Continuous Client Service
John Anderson
07/30/10 4 PM EST
IWI
3.5
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With the Great Recession looking like it’s finally behind us, now is the time to implement a strategy for “Continuous Client Service.”

As investors assess the damage and seek ways to recover, now is the time to focus on retaining relationships and bringing in new clients.

At this webinar, you’ll learn how to implement a Continuous Client Service by:

  • Setting your service goals
  • Assessing your strengths and weaknesses
  • Implementing service schedules for different client segments
  • Five phases of client meetings
  • Defining and planning client service events

Speaker John Anderson has 25 years of experience in financial services and leads Practice Management Solutions for SEI Advisor Network. He helps advisors grow their businesses, create operational efficiency, and differentiate their practices. Anderson also manages a team that provides investment research, case support, and analysis to SEI advisors.


This webinar is approved for IMCA® CE credit.


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(Updated: July 29, 2010)
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GREAT PRESENTATION AND TOPIC. JOHN ANDERSON'S PRESENTTION WAS VERY TIMELY FOR ME AND MY PRACTICE.

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(Updated: July 29, 2010)
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That was a really great one.

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(Updated: July 29, 2010)
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this was one of the best so far -- thank you!

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(Updated: July 29, 2010)
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One golden nugget is all anyone hopes for in any presentation. The Pinnacle Wealth Planning Services Client Service Roadmap was that nugget. Outstanding. The Power Point tip from Andy was a bonus nugget.

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(Updated: July 29, 2010)
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Great topic! Lot's of great ideas. It was about as good as it could be.

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