Video on demand | Original air date: May 16, 2018

What do the best wealth industry professionals have in common? They provide the very best service for their clients. Every time. Without fail.

So: what are their secrets? How do they deliver such great service time and time again? What’s the process – and can anyone use it?

• Strategy – how to create a successful client engagement strategy for your business 
• Process - creating a client engagement process that works for you and delivers consistent results for your clients 
• Implementation – how to successfully train your staff and roll-out your client engagement procedures   
• Referrals – delivering a great customer experience that drives referrals 

To survive in today’s ever-changing business landscape, you need to provide real-time, personalized experiences to your clients. 

Register today and learn powerful customer engagement and retention strategies that will transform the way you engage and retain clients.

Institute accredited CE

CFP, CHS, CHFC, CLU and equivalent designations*

*Equivalent designations may include, but are not limited to, CA, CFA, CPA, CEBS, CFP, CGA, CIM, CMA, CMP, CSWP, EPC, FCSI, MTI, PFP, RFP, RPA, TE, TEP

It is the responsibility of participants to confirm that Institute-accredited and Institute-approved CE meet the CE requirements of other relevant organizations and provincial licensing bodies. For more information on Institute-accredited CE visit: http://www.iafe.ca/ce-accreditation-faq.aspx