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About this presentation

More than ever before clients expect to hear from their service providers on a regular basis. Meanwhile, the year-on-year workload for advice businesses has grown, making it challenging to find the time for these increased client touchpoints.

Join Stewart Bell, founder of Audere Coaching & Consulting, as he shares his lessons on how to build a five-star service model and how to use technology in smart ways to reduce the workload on your team. In this webinar, you will learn:

• The latest tools and smart tech available to advisers
• The three modes of client engagement which can be used as a framework to build your engagement map
• How to scale your client touchpoints without losing the personal touch
• How to engage with your clients in a remarkable and memorable way
• The Golden Rule of technology to keep tech delivery simple