Session 4: Reframe Your Wealth Management Business for Client Success (Part 2)

Monday, May 1, 2017 -
3:45pm to 5:25pm

Session type:

Reframe your business for success.  Discover how to assess your clients’ perceptions, eliminate gaps between the services your firm provides and the services clients need, and define a more powerful frame for your business – one that allows you to attract and serve not only your ideal clients, but a frame that renews client relationships, as well as attracts new demographics to develop a powerful network of client and professional advocates.  Throughout this process, you’ll learn how to enrich your leadership effectiveness with proven team-building tools.