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Leveraging CRM to Enhance Client Relationships

IMPORTANT

Please note that seminars are confirmed at least 2 weeks prior to the start dates. Seminars that do not meet the minimum required headcount will be canceled. Please do not book any non-refundable travel arrangements until you receive an email confirming the session details.

 

Review the available sessions below, click the radio button of your choice and add it to your shopping cart by clicking the button to the right.
SelectClass/SessionLocationDate & TimeAvailabilityPrice
(Cdn$)
Leveraging CRM to Enhance Client RelationshipsCalgary1 Day
Tue, 7 Nov 2017 - Tue, 7 Nov 2017
Available$495.00
Leveraging CRM to Enhance Client RelationshipsToronto1 Day
Tue, 21 Nov 2017 - Tue, 21 Nov 2017
Available$495.00
Leveraging CRM to Enhance Client RelationshipsToronto1 Day
Tue, 12 Dec 2017 - Tue, 12 Dec 2017
Available$495.00

INSTRUCTOR BIO

The seminar portion of Leveraging CRM to Enhance Client Relationships will be facilitated by Mr. Scott Falconer, a seasoned professional specializing in advisor training and coaching.

Over his 30 year career, Scott has designed and run leading-edge programs for over a thousand advisors and has personally coached advisors in both Canada and the United States. Advocating for industry transparency and integrity, these principles are consistently reflected in the programs he delivers.