In this Office Hours, join Stephanie Bogan, founder of Limitless Advisor, along with Chief Financial Planning Nerd Michael Kitces, as they conduct an “advisor service calendar makeover” of 2 advisory firms, who will share the service calendars for their advisory firms, and receive real-time feedback on their strategy to gain an understanding of what provides the greatest value (or not!) when it comes to providing service to their clients.
At this webinar, advisors will learn:
- Various styles of service calendars
- How a service calendar can communicate ongoing value and serve as a client engagement tool
- How to populate the calendar and which tools can be used to produce one
