Client Servicing for Institutional Asset Managers and Mastering RFPs & Consultant Databases
Organization: Financial Education Associates, LLC
Venue: The Princeton Club
|Event Date/Time: Oct 17, 2013 / 8:00 am - (EST)||End Date/Time: Oct 18, 2013 / 6:00 pm - (EST)|
Whether it’s appearing first on that important database, submitting powerful proposals or offering added value to your existing clients, Client Servicing for Institutional Asset Managers andMastering RFPs & Consultant Databases is where you’ll learn the strategies that will set you apart.
From best practices in client retention to making your RFPs shine, this conference will provide solutions for success. Bring plenty of business cards and prepare to leave with the game plan you’ll need to win — and keep — clients. Be part of the discussion & expand your knowledge by attending one or both events!