Client Service Calendar Q&A Workshop with Michael Whitman & fpPathfinder (Dec 5)
Are you considering implementing a Client Service Calendar in 2025? Join us on December 5th, 2024, for an exclusive Q&A session with advisor Michael Whitman, where we’ll dive into best practices for creating an efficient and effective Client Service Calendar. Have a question for Michael? Click here to submit a question, and he will use it to cultivate a detailed presentation, helping you and fellow advisors build a more streamlined client service strategy for the coming year.