5 Ways to Engage Your Clients in Their FinancesHubdoc
Move client relationships from transactional to interactive
Client engagement is critical to your success as an advisor. Guiding your clients to financial success is harder when most interactions are transactional in nature.
In this webinar, we'll cover strategies for engaging your clients in their finances including how to create regular touchpoints and how to move more and more into the advisor role.
You'll learn:
- Strategies for engaging clients in their finances
- How to engage clients as an advisor
- How to create regular touchpoints that add value for clients
- How to use client engagement to grow revenue
To learn more about Hubdoc, schedule a time at calendly.com/Hubdoc.
5 Ways to Engage Your Clients in Their FinancesHubdoc
Move client relationships from transactional to interactive
Client engagement is critical to your success as an advisor. Guiding your clients to financial success is harder when most interactions are transactional in nature.
In this webinar, we'll cover strategies for engaging your clients in their finances including how to create regular touchpoints and how to move more and more into the advisor role.
You'll learn:
- Strategies for engaging clients in their finances
- How to engage clients as an advisor
- How to create regular touchpoints that add value for clients
- How to use client engagement to grow revenue
To learn more about Hubdoc, schedule a time at calendly.com/Hubdoc.
2. DERECHOS
• Respetar el derecho al debido proceso en el caso de ser investigados con
las normas establecidas por el reglamento .
• Recibir la certificación que le corresponda una ves aprobada su formación
.
• Recibir formación profesional e integral deacuerdo al programa a
desarrollar .
• Expresar con libertad su pensamiento , su conocimiento e ideas en el
marco de respeto hacia los demás .
• Recibir en el momento de legalización su matricula y el carnet que lo
acredita como aprendiz del CENA .
3. DEBERES
• Cumplir con todas las actividades SENA .
• Respetar la dignidad e integridad de los miembros del centro de formación
.
• Respetar los bienes y elementos ajenos .
• Participar en las actividades complementarias o de profundización .
• Respetar el reglamento del SENA .