Get Client Focused: Turning Compliance into Your Advantage

Join Equitable Life and guest speaker, April-Lynn Levitt, CFP,  Business Coach, The Personal Coach, to learn how to be compliant in today’s environment and create client-focused review meetings:

•   Understand the new requirements and the best practices for implementing the new requirements into your practice.

•   Go beyond “ticking the boxes” to build an exceptional client experience.

•   Learn to use your review process to stimulate referrals and update compliance documents seamlessly.

We are pleased to provide you with a recorded version of April-Lynn Levitt’s presentation, “Get Client Focused: Turning Compliance into Your Advantage” click here

This webinar is available in English only.