Building Client Trust and Commitment Through the Annual Update Process

Client trust and commitment lead to better results for the client, and benefit the planner as well. Scientific research supports the use of specific tools and techniques in the Financial Planning and Annual Update process to build client trust and commitment. These tools and techniques will be described and their use by colleagues will be illustrated using their Annual Update methods.



privacy policy.

Your email will never be shared with a third party. We'll only use it to notify you of our launch and of special events taking place in your city. You'll have the opportunity to unsubscribe at any time, immediately, once you receive your first email.