02 Jul

Webinar: Are You Really Engaging With Your Clients?

Free Webinar

Practical Engagement Strategies for Wealth Managers: engaged clients are more loyal and they represent a referral source, open to new propositions and to your advice.

This webinar provides the best practices for an effective client engagement strategy, with a deeper focus on engagement in the early stages of client lifecycle management (i.e. paperless on-boarding). Compare your own experiences, or use the learning to trigger new initiatives!

This webinar will take place on Thursday July 2, 2020 from 4:00 PM – 5:00 PM CEST. It will additionally feature Vladimir Dimitroff who is a Partner at Synpulse as the keynote speaker. If you would like to register for this webinar, please click on the following link: https://register.gotowebinar.com/register/290627717758151693