Enhancing the Client Service Experience

Helping clients achieve important life goals by integrating the full range of their planning and financial needs is enormously complex, often requiring the efforts of numerous, highly skilled individuals working in concert. But is the full value of this integrated offering apparent to prospective clients? Are there ways of making it more readily understandable and thus appreciated? Furthermore, are there ways of making this level of enhanced service more efficient? Join us for this webinar to hear the FOX research team discuss their findings on how firms are managing their operational complexity and delivering top-flight service.