• 05.19.22

    [WEBINAR] Client Selection and Management

    Event Schedule

    Thursday, May 19, 2022
    12 - 1 p.m. CDT

    In this webinar, you’ll review the Risk Drivers research that identifies poor “Client Selection” as one of the top four causes of loss; acquire tools to create sound strategies for client review and intake; learn to understand and manage client expectations; and develop an action plan for your firm. Join us Thursday, May 19, 2022 12 – 1 p.m. CDT. Register today!