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Best Practices for Delivering Financial Plans to Clients (Peer-to-Peer Panel)
Course Information
Content Level: Foundational
NAPFA Subject Area: A-Financial Planning Process
Course Description
Four financial planning professionals will share insights on client interaction, engagement and retention, as well as best practices for delivering financial plans to clients. The purpose of this webinar is to give NAPFA members an opportunity to hear from fellow members on the various ways they deliver financial plans to clients, and what they have found that enhances client engagement, understanding and/or efficiency for the advisor.
Angela Dorsey