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. | 