Events

Run Better, More Efficient Client Meetings

Advisor version: A great client meeting is essential to the success of your practice, and if you do advisory, they're required. Discover how you can enhance your client meetings by leveraging tools like Client Reporting, ClientWorks CRM, the new Meeting Manager, and Client Goals. Whether your client meetings take place virtually or in person, these tools can streamline meeting prep, the meeting itself, and meeting follow-up. We'll share tips and best practices from subject-matter experts and success stories from your peers.