Title: Turning Trust to Success: Overcoming Client Engagement Obstacles
Date: Wednesday, February 5, 2025 at 12:00pm ET
Host: Zach Broyles, VP of Client Success
Description:
Watch the webinar recording of an engaging training session hosted by Zach Broyles, VP of Client Success at Capitaliz. This session is perfect for both new and experienced advisors looking to strengthen their client relationships.
In this webinar, you will learn:
Common Pitfalls: Identify the frequent challenges faced in attracting and advancing client relationships.
Data-Driven Insights: Gain actionable, data-backed advice to overcome obstacles ranging from prospecting to practice integration.
Leveraging Technology: Discover tools and planning solutions that can help streamline your processes and enhance client engagement.
Success Strategies: Learn how to stay on track in your planning endeavors to achieve your goals.
