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Advisors who wish to create a high probability of a successful relationship and attainment of client goals will benefit greatly from this session on delivering a world-class client experience. Believing that excellence honors God and inspires people, Foster outlines the connection between our faith, excellence, and successful client relationships. He addresses key components on the technical side and on the service side that will equip you to consistently offer your clients a world-class experience.
About the Speaker
Jerry Foster
Foster GroupJerry Foster, CFP®, founded Foster Group in 1989 with a vision to create an organization built around a team concept and dedicated to serving clients first. He has written articles for national publications and speaks to physicians and business leaders, both in the U.S. and internationally, regarding personal and business leadership, as well as financial issues. Jerry is the author of LifeFocus: Achieving a Life of Purpose and Influence. He and his wife, Nancy, speak at FamilyLife Weekend to Remember marriage conferences. Jerry and Nancy have been married for more than 39 years, have four grown children and numerous grandchildren. They live in Des Moines, Iowa.
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