Are you using a one-size-fits all service model for investment clients? In just 30 minutes, learn how to service all of your clients from lower net worth to ultra high net worth in the most efficient ways possible. All attendees will receive a complimentary white paper, authored by Scott Stathis.
- Rethink Your Business Models
- Learn About Delivery & Service Level Tiers
- Meet the Needs of ALL Your Customers.