Aligning Service Levels With Your Client Base

Aligning Service Levels With Your Client Base
Scott Cohen
08/21/09 4 PM EST

With revenue from advice fees slashed, it’s critical to focus time and effort on your best clients.

But how do you separate “A” from “B” and “C” clients?
And how do you align service levels with client segments?

In this webinar, Scott Cohen, managing director of Focus Partners LLC, will show you how to segment your client base. Focus Partners designs and implements practice management systems for financial advisory firms. Leveraging your firm’s existing strengths, Focus consults on and implements transformational strategic plans for client segmentation, service-level design, and workflow documentation.


This webinar is approved for IMCA CE credit.

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