On demand Webinar

Turn Your Clients into Raving Fans!

Discover the power of exceptional client service in growing your practice organically! Imagine this: instead of spending $3,100 in marketing to acquire a new client, you can leverage systematic and organized approaches to turn your clients into raving fans.

In this webinar, we’ll delve into strategies and tools that help you deliver exceptional service consistently, creating a client experience that goes beyond satisfaction to loyalty and advocacy. Learn how to build strong relationships, streamline processes, and foster a culture of excellence that naturally generates referrals and fuels the growth of your practice.

Speakers

Nora Gallegos

Financial Planning Thought Leader, PreciseFP

Anand Sheth

Pulse 360

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