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Univeris on the Air Investment Executive TV – October 2008
Click here to watch | | Part 1: Advisor study links service delivery to client referrals
Julie Littlechild, President of Advisor Impact Inc., speaks with Stephen Smith, Senior Director of Marketing at Univeris, about a study that identified top advisors with strong service standards and linked their success and business growth to automated tactics and strategies for keeping clients engaged. Univeris sponsored the survey, which was presented at its client conference in October of 2008. The discussion took place at the TSX Broadcast Centre. (Part 1 of 3)
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Click here to watch | | Part 2: Five-point plan aims to heighten client service
Julie Littlechild speaks with Stephen Smith about a five point plan that advisors can use to heighten their client service standards. (Part 2 of 3) |
Click here to watch | | Part 3: Standardize service, communicate it to clients
Julie Littlechild speaks with Stephen Smith about communicating to clients, and setting and standardizing service standards. (Part 3 of 3) |
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