Webinar: New From Judy Diamond – The Advisor Scorecard

New From Judy Diamond: The Advisor Scorecard

Leveraging the data from your book of business can be the best way to increase client retention and even help you win new business. But where do you start?

Join Eric Ryles, VP of Customer Solutions at Judy Diamond, as he does a deep dive on how to do just that using the newest feature of Retirement Plan Prospector: the Advisor Scorecard. Learn how to aggregate information from across your entire book of business to give you a holistic view of your client base so you can:

• Identify/flag “at-risk” companies
• Identify areas of strength
• Use it as a marketing tool to help you win new business
• and more!