Evolve II - Service (September)
Learn:
Expand on the concepts taught in Evolve I and gain additional knowledge and processes.
Take a deep dive into the 4R Customer Care Process
Gain the skills to turn service transactions into financial services production.
Increase office efficiencies and learn effective BOD management.
Take a deep dive into the 4R Customer Care Process
Gain the skills to turn service transactions into financial services production.
Increase office efficiencies and learn effective BOD management.
Audience:
Event Overview:
Agents and Team Members
Recommendation:
Though not strictly required, Evolve I is recommended prior to enrollment in Evolve II.
Instructors:
Dan
Class Resources
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September 30, 2024 12:00 PM
October 2, 2024 2:00 PM
America/New_York
Agents and Team Members
https://us02web.zoom.us/j/89047553871
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Jack Heerink
Trophy Club Consulting
