Business Success Knowledge Circle: Creating a Platinum Practice
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What are top-performing advisors doing to drive business and differentiate themselves? Learn how to transform your practice by making more efficient so you have capacity for growth. The conversation will include how to
- create a service model that accounts for the entire client journey
- leverage yuor existing resources to provide consistent, 5-star experiences
- improve client onboarding, overall branding and your client communication plan
Victor Rohe, CIMA
Regional Director
MFS
Victor Rohe is a Regional Director for MFS. In his role he shares MFS’s intellectual capital and resources with financial advisors in the greater metro DC area. He’s been in the industry for more than 20 years, including 11 years at JPMorgan and the last 3 at MFS Investment Management. Victor is a graduate of the University of Central Florida and holds a CIMA designation from the Wharton school of business. Vic lives in McLean Virginia with his wife Samantha and his dog Dexter.
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Business Success Knowledge Circle: Creating a Platinum Practice
08/13/2024 at 1:00 PM (MDT) | 60 minutes
08/13/2024 at 1:00 PM (MDT) | 60 minutes
What are top-performing advisors doing to drive business and differentiate themselves? Learn how to transform your practice by making more efficient so you have capacity for growth. The conversation will include how to
create a service model that accounts for the entire client journey
leverage yuor existing resources to provide consistent, 5-star experiences
improve client onboarding, overall branding and your client communication plan
