Banking on Loyalty: Holistic Financial Advice for Unparalleled Business Growth
Speaker: Joe Buhrmann, MBA, CFP®, CLU®, ChFC® Senior Financial Planning Practice Management Consultant eMoney Advisor
Learning Objectives: EXPLORE the various financial stressors faced by customers and the significant impact they can have on their overall well-being and financial decisions IDENTIFY the evolving expectations of customers towards their banking providers and learn strategies to effectively meet and exceed those expectations, fostering strong customer (..)
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