Client Service in a New Normal with Matt Oechsli, Founder of The Oechsli Institute

May 25, 2021 1:00 pm - 2:00 pm

Virtual - GoToWebinar

Organizer: The Financial Services Network [email protected]
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While client service continues to differentiate elite teams, how it’s being delivered has changed significantly over the last year. The entire industry has been forced to evolve, learning how to connect with clients and provide value remotely.

In this lively session geared towards administrative and operational professionals, we hear from special guest speaker, Matt Oechsli, Founder of The Oechsli Institute, as he discusses how to:

• Deepen client connections from afar
• Uncover your clients centers-of-influence
• Systematize your client gifting campaigns
• Create winning client services models


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