[WEBINAR] Client Selection and Management
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!