Client Builder Workshop

We are offering workshops to enhance and expand the benefit that Builder Suite delivers to your practice.

This one day workshop will:

Learn how to use the powerful Client Builder PowerPoint Presentation to:

Effectively & clearly define the scope and complexity of your services
Engage prospect while improving your image
Set the table for a successful, long term relationship

Client Builder Workshop preformatted agenda.

Pricing Options

Instructors:

Ed Morrow

Chairman and CEO

Designer of Practice Builder (formerly Text Library System) a client relationship management software used by over 3,000 advisors.

Ed Morrow entered financial services in 1963 and founded Financial Planning Consultants, based in Middletown, Ohio in 1969 to provide comprehensive planning services to business owners and executives. He has been an active participant in nearly all of the professional organization in the financial services industry.

Mark Terrett

Operations Manager

After an extensive career in retail management and as an independent merchant, Mark came to Financial Planning Consultants in July, 2000.

He regularly contributes to the Hands On Training sessions held monthly at the Financial Planning Consultants Middletown office. Mark also provides on-site training and consulting in client relationship management for financial advisors across the country. Mark's responsibilities include Human Resources, Accounts Payable and Receivable as well as assisting with sales and training functions.

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