Name
Creating a Platinum Practice
Date & Time
Monday, April 24, 2023, 1:40 PM - 2:20 PM
Speakers
Description
Presented by MFS: Learn what top advisors are doing to differentiate themselves, including building a comprehensive client service model, leveraging existing resources to deliver a consistent client experience, and improving client onboarding and communication.
Location Name
Uptown Ballroom Ward 1
Session Type
Education Session
Session Category
Practice Management
Presented by
MFS