This is an unprecedented time for us all. Navigating client conversations in this “new normal” is paramount. Take away six actionable ideas to deepen client connectivity, bring value to tomorrow’s clients and fortify relationships with your “inner circle".
This is an unprecedented time for us all. Navigating client conversations in this “new normal” is paramount. Take away six actionable ideas to deepen client connectivity, bring value to tomorrow’s clients and fortify relationships with your “inner circle".
Speaker:
David Richman
National Director, Eaton Vance Advisor Institute
Premier Continuing Education (CE):
- 1 hour of CE credit for CIMA®, CPWA®, and RMA® certifications
- Credit is automatically uploaded to your certification record(s) but can take up to 24 hours to be reflected
- One year from the date purchased