ActiFi RIA Webinar: “Create a Client Model Service Diagram”

Join ActiFi for “Create a Client Model Service Diagram” at 4:15 p.m. ET, Tuesday, Jan. 10.

In this webinar, ActiFi discusses steps you can take to define and document your client service model, helping you to articulate your value proposition for clients, prospects and centers of influence. Your client service model can demonstrate what you do for clients behind the scenes in ways that can help your clients feel more comfortable with the relationship they have with your firm and with the fees they are paying. It can also help them become more effective referral sources on your behalf.

This webinar is the second of 4 “Enhance Your Client Service Model” sessions presented by ActiFi to help you develop a systematic approach to your client service delivery.

Click here if you would like to register this webinar and the remainder of this webinar series. After registering, you will receive a confirmation email containing information about joining the webinars.

About the presenter:

Martha Blenkush works with both individual advisors and institutional partners at ActiFi, helping to define strategic goals, formulate plans and tasks to accomplish those goals, then see them through to completion. She has built her coaching and project manager credentials over 30 years in the financial industry. Her professional experience includes marketing, career coaching, communications, public speaking, event planning and financial analysis in banking, legal, marketing, non-profits and education.


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For institutional use only.