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Improving Your Role as Fiduciary by Utilizing Subject Matter Experts

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.

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