[In Person] Client Journey: Mastering the Customer Journey from Onboarding to Impact

Thursday, September 12, 2024
10:00 a.m. 12:00 p.m.

Google Calendar ICS

September 12, 2024 | 10:00 am - 12:00 pm East US In Person AWBC Conference Workshop

In this workshop, you will discuss with other advisors how to be able to take clients through an individual client journey rather than a generic client journey.

The take-away from this workshop is:

How to onboard clients for future success
How to assess and triage clients
How to define the scope of work
How to ensure the execution of agreements
How to track and report impact to all stakeholders

Tagged: BAC, Client Journey, Advisor Training

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