Learn how to drive results and make informed
On Thursday, September 12 at 1:30pm MST, chata.ai’s Customer Success Manager Hailey Casper will be hosting the third episode of chats with chata alongside special guest Obed Maurice CA, CPA!
Obed Maurice brings a sincere passion to his work, aiming to positively influence the financial well-being of his clients by optimizing technology to drive meaningful impact in their lives. In this session, Hailey and Obed will be discussing how financial professionals can position themselves as indispensable to their clients.
For more info and to register for chats with chata: Episode 3, click here: bit.ly/register-chatswithchata3
Register even if you can’t make it – we’ll email you a link to the video after the session!
Should the client experience be a core focus for financial professionals in their practice? Jennie Moore gives her take.