Fall Webinar Series: Do Your Clients Know your Value?

October 22, 2018

Fall Webinar Series: Do Your Clients Know Your Value?

When you use the Four C's, the answer is Yes!

Join us Thursday, November 1 at 2:00pm ET as Blue Vault hosts Dr. John Rhodes, Vice President, Practice Management at CNL Securities, for Do Your Clients Know Your Value?

In this webinar, the Four C's are presented in the form of "Your Value Pyramid". With DOL guidelines, robo-advisors and more discussion regarding the cost of services, you must have a plan to assure your clients understand the value of all of the services you provide.


Register for the webinar here or by clicking the button below

"Do Your Clients Know your Value?" webinar registration

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Best Due Diligence meeting in the industry. No sales pitches, senior level decision makers, meaningful discussions and the Broker Dealer networking sessions were especially useful. Thanks to Blue Vault for raising the bar!

Elizabeth Stevens SVP, Sandlapper Securities, LLC 2016 Broker Dealer Educational Summit 2016 May 30, 2016