Free Webinar: Best Practices for the Quarterly Check-In

By ByAllAccounts Reseller Spotlight Series on Wednesday, July 22nd, 2015



Wednesday, July 29, 2015

1:00 p.m. – 1:45 p.m. Central Time

In this complimentary 45-minute webinar, you’ll learn best practices for your client check-ins, including practical ways to showcase your investment knowledge and strengthen client relationships. Brian Bolan, Bolan Consulting Group, will show how he leverages Morningstar OfficeSM for more productive check-in meetings, and Morningstar’s Elise Isaacson will walk you through key features and reports you can generate with the tool.

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