Miscellaneous
All advisors think they should be the one to manage your clien?s money. Yo?ve worked hard to establish a relationship with your clients; so why should?t you be the one to manage it? In this webinar, Tony Parmenter, Sr. VP of Production, and Stephanie Peterson, VP of Client Services, teach the five easy steps to uncover all of your clien?s investments and bring them under your management, get the sales that are going to other advisors, educate your clients on all the services you provide so they wo?t accidentally buy from your competitor, and use your regular reviews or tax prep meetings with to generate investment appointments.