| What’s keeping your clients awake at night? (December 17, 2019 1-2PM ET) |
Webcast Description:
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Clients’ needs and expectations continue to change. Are you doing all that you can to make sure you are still their go-to adviser? In this session, hear Susan Tillery, and Lyle Benson, CPA/PFS speaks about the demographic shifts and changing client expectations and how you can continue to serve their needs. They will also demonstrate how to use the Personal Finance Scorecard to find out what really is on their clients’ minds.
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