Friday Nov 3rd Value Call - Topic: Communication

📆 Join us for our upcoming Value Call this Friday, November 3rd at 11am PST / 2pm EST 📆

The #1️⃣ reason clients leave advisors is poor communication. So, this month's topic of discussion is communication!

❓We'll dive into various aspects of communication, such as, internal communication, interactions with your leadership team, client communication practices, communication frequency, and proactive communication strategies. Bring your communication challenges and questions to the table!

And if you're new here, and wondering "What is a value call?"

👉On the first Friday of each month, members from this group gather together via zoom to discuss RIA operations, current challenges, and share advice with one another. The Simplicity Ops Team,

@Kate Guillen

@Katherine Beltran

and

@Courtney Riggin

will all be in attendance to help lead the discussion and answer any questions.

To join the call this Friday, please use this link.

If you plan to attend, drop a "November" GIF in the comments below ⬇️ We look forward to seeing you there!

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