How to Create Raving Fans by Focusing on the Fundamentals

December 29, 2021

Talk to a Workflow Expert

Louis Retief, the Co-founder of Hubly, presented this webinar on the fundamentals of the financial planning process to the Financial Planning Association of Massachusetts. Louis breaks down the financial planning process into three easy-to-follow steps that will help you and your team create happier, more enthusiastic clients. Louis discusses the importance of building strong relationships with your clients, how to properly develop and implement the recommendations for their financial plans, and how to track the progress and results of those plans.

More Videos

Best Practices to Make Tax Season Easier
The Secret to Scaling a Consistent Client Experience
How to "Auto-magically" Assign Tasks with Hubly