Best Practices for the Quarterly Check-In
Wednesday, July 29, 2015, 1:00 p.m. - 2:00 p.m. Central Time

During this complimentary webinar, you will learn best practices for your client check-ins, including practical ways to showcase your investment knowledge and strengthen client relationships. Brain Bolan, Bolan Capital Management, will show how he leverages Morningstar OfficeSM for more productive check-in meetings, and Morningstar’s Elise Isaacson will walk you through key features and reports you can generate with the tool.

Please fill out the information below to register. Space is limited.