Posts Tagged :

Client Relationship

Enhancing the Interview Process 350 175 IMEA

Enhancing the Interview Process

Beyond the need to capture financial data about new or existing clients, an interview session is the primary opportunity to understand clients’ objectives.

BrainWorks: Simple Solutions for Staying Sharp 700 350 IMEA

BrainWorks: Simple Solutions for Staying Sharp

Learn the critical components of brain health and training with this program, as well as help your clients create a personalized plan for training their brains like their bodies.

Igniting Acquisition: FireStarters 700 350 IMEA

Igniting Acquisition: FireStarters

This program offers a step-by-step process to ignite client acquisition by targeting the “right” prospects and delivering an extraordinary prospect experience to win over new clients.