This webinar will explore opportunities on how to better serve clients with note taking and record organization skills. We will review the value of record-keeping, for both the client and money manager, and consider future situations that prove the importance of that documentation. Participants will gain insights on how good record keeping practices can benefit clients and their families, from historical meeting notes to client document storage. They will also learn common estate planning terminology to help identify legal documents. This webinar is designed for any daily money manager interested in exploring benefits of good recordkeeping for themselves and for clients and their families.
This session eligible for 1 credit hour of Payroll, Finance, Bookkeeping and Bill Paying toward CDMM® recertification.