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Redtail Technology > News > Best Practices > Practice Management Takeover with Charesse Spiller, Founder and Operations Consultant at Level Best on April 13

Practice Management Takeover with Charesse Spiller, Founder and Operations Consultant at Level Best on April 13

Category: Best Practices
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Practice management take over - Charesse Spiller

ABOUT this webinar
Topic: Practice Management Takeover with Charesse Spiller, Founder and Operations Consultant at Level Best
Description: Maximize Your Client Journey for Ultimate Scalability

Join Charesse Spiller, Founder and Operations Consultant at Level Best, for the most critical webinar every firm must attend to ensure scalability and quality in their financial planning practice. In this webinar, Charesse will teach you how to:

• Maximize your existing tech stack
• Differentiate your client journey from your competitors
• Identify touch points that pay off for the long-term
• Utilize toolkits to nurture prospects and clients
• Organize your foundational processes

Register now for this webinar on April 13 at 10 am Pacific.

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Posted by: Redtail Technology
About: Redtail Technology, Inc. is a leader in web-based Client Relationship Management solutions for financial advisors.