Practice Management

Practice Management | On-Demand Webcasts

An Optimal Client Service Model - CAAFP Breakout Session 2

As the financial services industry continues to transition into 2021, The American College of Financial Services presents a breakout session that will be helpful for all financial professionals. Join Michael Sheppard, CFP®, and Peter TarTaro, CFP®, as they explore ways to create an optimal service model to best meet your client’s changing needs and what financial professionals can learn about servicing clients from other industries. The presenters will take a deep dive into Securian Financial research and what they learned about affluent customers through the consumer’s mindset and characteristics sharing both tactical and interpersonal expectations. They will discuss how the data can be used to elevate your clients’ experience and provide an easy-to-follow plan for clients at all levels of your service model, including tips for how to adjust financial plans during times of crisis.

February 19, 2021
February 19, 2021