As a fintech company, we take pride in our mix of fin + tech + our people as a differentiator in the value we deliver to advisors. Another pillar of our company is Service, which last month we dedicated a whole week of events to through 55ip’s first annual Service Week.
This was a celebration of the value that service plays in building a strong advisory practice. One highlight of the week was a webinar featuring 55ip’s Head of Client Solutions, Mike Camp, and Blackrock’s Head of Advisor Engagement, Elizabeth Koehler, called “Service as a Pillar to Growing your Practice”. The discussion provided practice management ideas to help advisors demonstrate their own commitment to service to investors.
To see how you can use service to help retain and grow your own client base, register to watch the replay here or by clicking the image below.