Monthly Archives July 2017

If You Want Total Client Engagement, We’re Bringing It.

Total Client Engagement for Shurwest Financial Advisors Most independent financial advisors and RIAs understand the value of engaging with their clients, but aren’t sure they have the time or resources to do it well. We’re changing that. We’ve partnered with one of the nation’s leading practice management experts, Duncan MacPherson, to give you the Total Client Engagement advantage over your competition. Total Client Engagement, powered by Pareto Systems, is an actionable, proven process that enables you to quickly and predictably: Competitor-proof clients Gain their full empowerment Create referral-generating advocates This turnkey, plug-and-play process: Fits in with your new client onboarding
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Categories: Blog Posts.