Capitaliz and Sr. Business Development Associate, Zach Broyles, presented a live webinar session on Wednesday, October 30 at 12 PM ET sharing the art of building robust client-advisor relationships and showcase how Capitaliz’s innovative engagement tools, particularly the Value Gap Assessment, can elevate your planning work.
Watch the recording below to discover actionable strategies to identify and bridge value gaps, improve client satisfaction, retention, and loyalty. Zach shared insights, best practices, and real-world applications to help you leverage these tools effectively and position yourself as an invaluable resource to your clients.
