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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.

 

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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.