Optimise your client experience

Are you delivering maximum
value to your clients?

Develop a proactive and segmented approach to providing a consistent service model to your clients. Understand critical success factors between design and execution of a service model.


Star

CPD Accreditation

Please complete the form to receive your CPD certificate.

 

Request access to the roadmap

Effective implementation of the Client Engagement Road Map will provide your clients with:

  • A visible illustration of the value you provide

  • A structure for ongoing communication

  • A thorough examination of their total financial picture over a longer horizon

  • The opportunity for ongoing discussions about financial goals and help set expectations on your future interactions

  • Pinpointing planning areas that may require additional resources such as estate and tax planning.

On submission of this form your Regional manager will be in contact with you.

 

 

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