Client Experience Exercise
Remove the stress and guesswork around providing great client experience. A Client Experience Model identifies the level of service, and the specific touchpoints included, for
Remove the stress and guesswork around providing great client experience. A Client Experience Model identifies the level of service, and the specific touchpoints included, for
CHARLOTTE, N.C. â April 25, 2024 â The Pelora Group has promoted Audrey Averill to president and chief operating officer. Timothy C. Flanagan, Jr., CLU,
Letâs get real for a moment. You became a financial planner because your passion, focus and expertise are in, well, financial planning, of course. Your
Securities, investment advisory, and financial planning services offered through qualified registered representatives of MML Investors Services, LLC. Member SIPC. Supervisory Office: 4350 Congress Street, Suite 300 Charlotte, NC 28209; Phone: 704-557-9600. Local firms are sales offices of Massachusetts Mutual Life Insurance Company (MassMutual), and are not subsidiaries of MassMutual or its affiliated companies.
Check the background of your Financial Services Professional on FINRAâs BrokerCheck. | CRN202601-3641628
Privacy Policy | Terms of Use | Customer Relationship Summary | Licensing
Site Designed by Moonlight Creative Group