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Jan 3

Tuesday Morning Advisor Coffee: Improving Client Experience Through Communication

January 3, 2023 @ 9:00 am - 9:45 am CST

TMAC will be held the first Tuesday of every month only. Each month will have a specific focus area. Each month, the coach host will provide an idea or tip and resource related to the month’s topic, then lead an informal discussion.  Come to the session with questions you’d like to ask or ideas to share. Recordings will NOT be added to CCO, but the conversation will continue in the Excell Community group on LinkedIn.  Join us there if you haven’t already!

    • January = Improving the client experience through communication
    • February = Balance, fulfillment, and harmony
    • March = Fine-tuning operations and processes
    • April = Marketing and promoting your business
    • May = Cultivating the next generation and mentorship
    • June = Building the right team
    • July = Business development through passion prospecting and referrals
    • August = Branding, value proposition, and telling your story
    • September = Professional development, time management, and efficiency
    • October = Making the transition from Advisor to CEO
    • November = Blueprinting for business and personal success
    • December = Goal setting and strategic planning

Details

Date:
January 3, 2023
Time:
9:00 am - 9:45 am CST