Recently, the newest members of our team shared a day with one of our esteemed HollisWealth colleagues, Christine Laliberte. The focus was to learn more about the fine points of extraordinary client service.
Christine has developed an outstanding reputation specifically when it comes to nurturing intergenerational relationships and how to ensure connection and relevance with female clients.
All in all, it was a rewarding day with several members of our HollisWealth Community. We walked away with tips on how to use social media, client events, and good old common sense to add value to the clients we serve.