About the Training Event
Transitioning legacy clients from compliance-focused services to advisory roles can be challenging. Heather Satterley and Dawn Brolin share strategies for identifying clients ready to adopt new methodologies and discuss how to effectively present the value of advisory services such as budgeting and planning to those resistant to change.
Attend this Engaging, One-Hour Meeting to...
- Identify characteristics of legacy clients that may indicate openness to advisory services.
- Learn strategies for effectively transitioning clients from compliance to advisory relationships.
- Gain insight into managing resistance and facilitating the adoption of new services.
