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.
*Learn About Delivery Tiers & Service Level Tiers
*Meet The Needs of All Your Customers
*Provide a Better User Experience
Join us Thursday, November 15th at 11 am PT
