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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
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
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1050 Connecticut Avenue NW, Suite 500 • Washington, DC, 20036 •
ph: (202) 572-1019 • [email protected]
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