Providing Exceptional Client Services While Managing Boundaries: Leveraging Technology Without Losing Your Human Touch
Date & Time
Thursday, September 12, 2024, 11:00 AM - 12:15 PM
Speakers
Description
We'll address unique challenges and risks, focusing on automation and service adaptation to provide insightful financial guidance.
Track
Managing Business
Location Name
Room MR 3
Virtual Access
Live-streamed
CE
1.25 CPD units