Are you really engaging with your clients?
Vladimir Dimitroff | Synpulse
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!