Evolve II - Service (March)
Learn:
Expand on the concepts taught in Evolve I and gain additional knowledge and processes.
Day 1: Take a deep dive into the 4R Customer Care Process
Day 2: Gain the skills to turn service transactions into financial services production
Day 3: Increase office efficiencies and learn effective BOD management
Day 1: Take a deep dive into the 4R Customer Care Process
Day 2: Gain the skills to turn service transactions into financial services production
Day 3: Increase office efficiencies and learn effective BOD management
Audience:
Event Overview:
Agents and Service Team
Recommendation:
Though not strictly required, Evolve I is recommended prior to enrollment in Evolve II.
Instructors:
Dan
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March 17, 2025 12:00 PM
March 19, 2025 2:00 PM
America/New_York
Agents and Service Team
https://us02web.zoom.us/j/84382649978
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Jack Heerink
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