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.
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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.
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