Building and Managing Client Relationships

Attend this webinar for 1 CE Credit! #

To earn your CE credits, it is crucial to attend the entire webinar and achieve a minimum score of 80% on the concluding quiz. Upon successful completion, you will be issued an Advocis x Equisoft certificate via email.

Take the quiz here.

During this engaging session, Jami Monte, CEO and Founder of Monte International Inc., explores essential strategies for cultivating and managing client relationships to help you grow your financial advisory practice.

Jami Monte is a seasoned accountant based in Toronto known for her online bookkeeping training course, Chillbooks. Jami's background in client relationship management, education, and practice building uniquely positions her to offer invaluable insights for financial advisors.

In this webinar, she covers:

• How to establish and maintain trust with your clients.

• The role of client education in boosting your credibility and attracting new clients.

• Strategies for effectively communicating with clients to uncover their needs and build trust.

• Meaningful ways to add value for clients beyond your expected service.