Clients Forever Class, Portland, OR May 5-7

The Heritage Institute's flagship introductory course for advisors is going on this week in Portland, OR. Clients Forever introduces advisors to a six-step process through which they can develop new, deeper and more fulfilling relationships with their clients.

It’s all about understanding....

• How to build better relationships with the right clients.
• How to collaborate effectively with the clients’ other advisors.
• How to do what you want to do, the way you want to do it, with the people you want to work with, intentionally and at the highest level - every day. This is training that will help you give your best, for the right reasons, to the right people.