Join Angie Herbers, Chief Executive and Senior Consultant, Herbers & Company, along with Chief Financial Planning Nerd Michael Kitces, as they conduct an “advisor service calendar makeover” of 2 advisory firms, who will share the service calendars for their advisory firms and receive real-time feedback on their strategy to gain an understanding of what provides the greatest value (or not!) when it comes to providing service to their clients. Advisors will learn:
- Various styles of service calendars
- How a service calendar can communicate ongoing value and serve as a client engagement tool
- How to populate the calendar and which tools can be used to produce one
