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TITLE:
Luncheon: Private Wealth

DATE:
2010-05-12

SPEAKERS:
Beverly Flaxington
Co-Founder
The Collaborative


LOCATION :
Palais des congrès

DESCRIPTION :
align=center>Communication tools to increase client retention and loyalty

This practical presentation addresses what clients really need and want from their investment provider. It teaches how to, and not to, approach clients for greater communication and effectiveness. We discuss adult learning principles, how most investment firms approach their clients, and behavioral styles that impact communication. Most investment firms find the best source of revenue from existing clients, and these tools help to build the revenue component for the firm from this avenue.

Valid pour 1 crédit CE

AGENDA :
Registration 11:45 am
Lunch 12:00 pm
Presentation 12:50 pm

FEE :

  • Members $50 + taxes : 56.44
  • Non-members $70 + taxes : 79.01

    Those who wish to attend the conference are requested to register by 5:00 pm., Friday, May 7, at the latest. Tickets are paid in advance by VISA or MasterCard.

    As the Association is charged for all reservations, no cancellations will be accepted after May 7.



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