Deliver the Ultimate Client Experience

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COMPLIMENTARY LIVE VIDEO WEBCAST

5 WAYS TO DELIVER THE ULTIMATE CLIENT EXPERIENCE

March 4, 2021 at 1:00 p.m. PT/4:00 p.m. ET

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This webcast will discuss how advisors can stand out from the competition in their respective markets through distinctive practice management techniques and client experience strategies and tactics.

After well over a decade of research and observation into the practice management approaches of financial advisors, Scott McKain created specific steps that advisors need to implement to stand out in a hyper-competitive financial services marketplace. One of his critical tools is the “Ultimate Client Experience ®” – and this webinar will reveal techniques required to provide it for every client, every prospect, every time.

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Key Takeaways:

Learn how to create the clarity in your practice required to attract the clients you target.
Discover the primary communication technique to distinctively connect with all types of clients in every generation.
Recognize the “Six Major Disconnections” between advisors and clients – and how to bridge the gaps they create.
Develop strategies and tactics to stand out from the competition through the application of the “Four Cornerstones of Distinction.”
Discover specific approaches to creating the Ultimate Client Experience®.

Remember, this online webcast is complimentary. Get the information you need from a top financial advisor coach at no cost and with no strings attached.

Your present—and future—clients will thank you.

*This online session will be conducted over Zoom and will not be recorded.

Meet Your Hosts

JOHN BOWEN

John is the founder and CEO of CEG Worldwide, the world’s leading coaching firm for financial advisors. For nearly 20 years, Bowen and his team have had the privilege of coaching elite financial advisors on new ways to deliver groundbreaking wealth management solutions to their clients while building amazing lives of significance. Previously, he worked directly with affluent clients as a financial advisor for 26 years.

SCOTT McKAIN

Scott is a customer experience (the Ultimate CX®) and distinction expert teaching companies and individuals how to establish strategies and execute seamlessly to stand out from the competition. Known internationally as a top-rated keynote speaker and virtual presenter, Scott’s clients represent the world’s most iconic brands. You’ll have the confidence of working with a professional known for impacting bottom line results.

How do i register?

Because this video conference is extremely time-sensitive and interactive, it will not be recorded, and so a playback recording will not be available. So, show up and prepare to accelerate your success even more!

Reserve My Seat now

Interactive Video ConferenCE

This online session will be conducted over Zoom, the premier video conferencing platform. Follow these instructions to ensure a trouble-free experience.

You will need a computer, tablet, or smartphone with a speaker or headphones.
Take a moment to test your ZOOM connection here prior to the session.
You may be instructed to download the Zoom application when you join us. Please complete this step. If you need to dial-in to the session with your phone, please be sure to join the ZOOM meeting room first and then have the system call you.

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