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Client Trust: Best Ways to Gain It, Quickest Ways to Lose It

Most advisors would agree that trust is the cornerstone of their relationship with each client. So, why spend time thinking about the topic of trust in your relationship with your client? You already do the things that you believe create and keep trust, right? But do you know what actions and approaches mean the most to clients? And, aside from the obvious like malfeasance, do you know the habits or actions that most quickly break client trust? The answers may surprise you.

This month’s Practice Management Roundtable will allow all participants to find answers to these and other questions, through review of recent research and discussion with other practitioners. Come and join the conversation to discuss ways to avoid accidentally alienating your clients. Share ideas with other practitioners, or pick up best practices, to address some of the most common issues that arise with creating and keeping client trust.

Please join us at a new time and a new location: lunchtime 11:30 am – 1:00 pm at Seasons 52 restaurant.

Cost: Only whatever food you order; pre-order with the attached menu.

Reservations required. Space is limited.


About the Roundtable
The topic of client trust is top of mind for any advisor that cares about making their practice standout. We'll be looking at how does the level of trust affect business outcomes, and how can you have more of it? There are also some valuable lessons to be had for new and veteran advisors. As the financial advisory marketplace become increasingly competitive, firms and advisors who set themselves apart will have to focus not only on providing financial planning advice, but also on running and growing a profitable business. Our Practice Management Roundtables focus on the business side of the equation.

Reservations are required. Please make your reservation by using one of the options at the bottom of this page.

 

Wednesday, September 19, 2018
11:30 AM - 1:00 PM

Location

Seasons 52
5096 Big Island Dr
Jacksonville   FL   32246
(904)645-5252
 
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