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Tune in today to an online forum where experts will offer tips and tactics for strengthening the adviser/client relationship. The presentation provides a variety of perspectives on customer service from a diverse panel of advisers.
The forum's panel is comprised of Robert J. Nielsen, president and founder of LeaderLabs, Inc., Daniel Buckle, principal of Employee Benefit Resources of South Texas and Mark B. Schwendeman, president of the Schwendeman Agency, Inc.
While the products and services an adviser offers are crucial elements to operating a top-notch firm, a company cannot be successful without clients who trust them. Nielsen will be speaking about connecting on a personal level with clients. Buckle will be speaking on leveraging technology to deliver better service and aligning vendors with your service model. And Schwendeman will be speaking about acquiring and retaining employee benefits clients.
Just follow this link to view the online forum:
Please note that this is a pre-recorded session, so the webex presentation does not say April 2, 2008. This also means that there will be no live comments and questions from viewers. However, if you have any feedback for the host or the panelists, please contact Molly Bernhart, managing editor of Employee Benefit Adviser at molly.bernhart@sourcemedia.com.
