Fall Webinar Series: Do Your Clients Know Your Value?
When you use the Four C’s, the answer is Yes!
Join us Thursday, November 1 at 2:00pm ET as Blue Vault hosts Dr. John Rhodes, Vice President, Practice Management at CNL Securities, for Do Your Clients Know Your Value?
In this webinar, the Four C’s are presented in the form of “Your Value Pyramid“. With DOL guidelines, robo-advisors and more discussion regarding the cost of services, you must have a plan to assure your clients understand the value of all of the services you provide.
Register for the webinar here or by clicking the button below
Blue Vault helps me to stay well informed on the financial status of both open and closed nontraded REITs and BDCs, so that I can help my clients better understand the product, before they make the decision to invest and after.