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AAAA Webinar "What Does the Client See? How to Elevate the Client Experience"- March 17, 2020
Tuesday, March 17, 2020, 1:00 PM - 2:00 PM EDT
Category: Webinars



March 17, 2020 

1:00 p.m. - 2:00 p.m. EST. 

"What Does the Client See?  How to Elevate the Client Experience

What Does the Client See? How to Elevate the Client Experience looks at the process of obtaining financial advice from a client’s perspective. As a busy, experienced advisor, it’s easy to overlook details that may make prospects and clients feel uncomfortable. In this presentation, you’ll see how making small adjustments can lead to winning a client’s business. You’ll learn tips and strategies to create an elevated client experience that sets you apart from the crowd.

Presenter - James Clark:

James Clark has 15 years of financial industry experience. He has worked as a financial analyst, investment analyst, financial advisor and his current position is a Private Wealth Consultant with Franklin Templeton. James currently holds his series 7, 66 and Certified Financial Planner designation

James Clark | Private Wealth Consultant | Franklin Templeton 

 If you are not an AAAA member we encourage you to join by going to www.aaafainc.com.



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