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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I had no idea this service existed. I could have used it years ago! Great presentation and service!

James Darren Roberson Financial Advisor, First Bank Investment Partners, www.jdarrenroberson.com August 22, 2017 at The National, the annual NPH Educational Conference August 28, 2017