Are you looking for a systematic way to serve your clients beyond the onboarding process? Join us for a webinar to learn how to apply Carl Richards’ 17-point audit principles to create your own customized process.
Whether creating a checklist or service calendar, Carl and Jess will provide valuable insight and a template (developed with fpPathfinder) on how to deliver unique value and establish an effective work-life balance.
In this webinar, Carl Richards and Jess Bost will cover the following:
- How you can deliver value to clients that is unique to you.
- Developing valuable audit processes that resonate with clients.
- Creating processes with work-life balance in mind.
AEP® CE Credit has been approved.
Sponsored by
Carl Richards
Certified Financial Planner™ and New York Times columnist
Behavior Gap
Jess Bost, RICP
VP, Strategic Partnerships & Client Success
Alpha Architect
Michael Lecours, CFP®- Host
Co-Founder
fpPathfinder