<p>After you’ve segmented your clients and built a service matrix, how do you take action? Steve and Kurt map out the processes needed to execute on your plan, and discuss client contact ideas for real-world application.</p>

After you’ve segmented your clients and built a service matrix, how do you take action? Steve and Kurt map out the processes needed to execute on your plan, and discuss client contact ideas for real-world application.

04 Foundations of Service #3 – Now What? How Do I Execute?

Steve Seid and Kurt Dupuis, Regional Vice Presidents for Touchstone Investments, explore the challenges and opportunities that Financial Professionals face today. With interviews from clients, subject matter experts, and other industry professionals, The Whole Truth strives to be timely, actionable, and concise – with a promise to always leave on a high note.

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04 Foundations of Service #3 – Now What? How Do I Execute?

04 Foundations of Service #3 – Now What? How Do I Execute?