When

Monday, April 1, 2019 from 4:00 PM to 5:00 PM EDT
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Where

Via Recording Sent by this date/time

Contact

Melissa Denham, Director of Client Servicing
Advisor Solutions
715-262-2040
melissa@advisorsolutionsinc.com

Advisor Solutions Specialty Forum From Selling to Servicing Clients-NAIFA Member's Recording

Servicing clients is not just about annually re-balancing portfolios, scheduling meetings and putting out fires when clients call with concerns. Truly great service begins with the understanding of what the client wants, needs and is entitled too once they have entrusted their finances to you.

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