Learn strategies the best financial advice companies in Australia use to boost client satisfaction and retention

CPD Points: 1.00
REGISTER

What is this Webinar about?

You may think you're doing a great job servicing your clients, but how do you benchmark that performance, learn from it and make positive changes to your firm?
Business Health conducts annual surveys for leading advice firms from around the world. Their database of responses equates to around 50,000 clients in Australia alone; a resource full of valuable insight.
The survey asks questions in nine key performance areas, including:
- Business communication
- Support staff
- Review processes
- Client referrals and much more

In this webinar, you will:
- Discover what advice firms are excelling at, and where they need to improve
- Be encouraged to think critically about your own firm and what best practice client service means for you
- Learn practical tips to improve your level of client service, increase retention and drive more referrals.

 

Suitable for: Financial advisers, Para planners and Support Staff

*Please note all webinars are in Australian Eastern Standard Time

  • 1:00 pm - 2:00 pm
    1.00 CPD Point
    REGISTER