Best Practices for Meeting Prep and Follow-ups for Client Check-ins

December 29, 2021

Talk to a Workflow Expert

As a financial service professional, you need to provide a complex service to your clients and it is almost impossible to prevent things from falling through the cracks. Join Louis Retief, CEO and Co-Founder of Hubly, for an engaging discussion on how to implement simple strategies that will help you streamline your client reviews and check-ins. These strategies will ensure you deliver personalized service for each of your unique client's needs - whilst never dropping the ball again.

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"I can confidently say that things are not slipping through the cracks anymore
-Vincent Renaut, Cambridge Cape Cod AdvisorsNewbridge Wealth Management