Fall Webinar Series: Do Your Clients Know your Value?

October 22, 2018

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

“Do Your Clients Know your Value?” webinar registration

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Loreen M. Gilbert, CIMA, AIF, CRC, CLTC – President, WealthWise Financial Services
Blue Vault
July 6, 2016

Our firm has been using Blue Vault from the first year it was available.

We have found it to be a valuable tool to verify what wholesalers tell us and to dig deep into how the reported investments are really performing.

We appreciate that Blue Vault has expanded its services from initially covering REIT's to now also including BDC's.

Our clients also appreciate that we conduct this additional due diligence on their behalf.