Mark’s webinar topic will resonate with you, especially in these uncertain times of new regulation, rules and compliance. Your role as fiduciary is a vital one for your clients, and Mark will share his perspective, ideas and processes to help you maintain this role.Here are some important areas that Mark will be discussing:
- Defining comprehensive financial services for your clients
- Establishing specific ‘client deliverables’
- The perils of being a ‘one-man-band’
- Delegating to Subject Matter Experts within narrow fields of finance
- The value of recording
- Establishing a method for documenting and measuring client recommendations and results.