Building a Service Offering That Delivers Real Value: A Framework for Simplifying, Scaling, and Succeeding

​Stop just delivering services — start creating an exceptional client experience. As part of our Thought Leaders Webinar series, you’re invited to join Jason Mirabella, Founder of Deliver Advice, on December 18 at 4:00 pm ET to learn how to build a service offering that truly wows your clients.Jason will share a proven framework to design, implement, and scale service offerings that meet — and exceed — client expectations.Key Takeaways:- Simplicity is Key: Eliminate complexity as it disrupts delivery cadence and creates unnecessary barriers.
- Integrate Administrative, Tactical, and Relational Milestones: Build trust through personalized touchpoints and regular check-ins.
- Optimize Your Process, Then Your Technology: Design the simplest version of your workflow that delivers your service effectively.

- Advisors who have the CFP/AIF/AIFA/PPC designations are eligible to get Continued Education (CE) credits for the webinar