Developing a Repeatable & Helpful Client Service Flywheel with Carl Richards and Jess Bost

Wednesday, May 17, 2023  | 2:00 PM ET • 11:00 AM PT

FEATURED SPEAKERS

HOST

Michael Lecours, CFP®
Co-Founder
fpPathfinder

Presenter

Jess Bost, RICP
VP, Strategic Partnerships & Client Success
Alpha Architect

Presenter

Carl Richards
Certified Financial Planner™ and New York Times columnist
Behavior Gap

Are you looking for a systematic way to serve your clients beyond the onboarding process? Join us for a webinar to learn how to apply Carl Richards’ 17-point audit principles to create your own customized process. 

Whether creating a checklist or service calendar, Carl and Jess will provide valuable insight and a template (developed with fpPathfinder) on how to deliver unique value and establish an effective work-life balance. 

In this webinar, Carl Richards and Jess Bost will cover the following:

• How you can deliver value to clients that is unique to you.
• Developing valuable audit processes that resonate with clients.
• Creating processes with work-life balance in mind.
  

CIMA®, CPWA®, CIMC®, RMA®, and AEP® CE Credits have been applied for and are pending approval.

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