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THE AGF AWARD FOR ENGAGEMENT, LOYALTY AND CLIENT CARE


 

Description

 

To succeed in today’s marketplace client engagement, loyalty & client care are critical. This Award has emerged from the need for Advisor and offices to excel in these crucial areas. The Award of excellence dedicated to outstanding engagement & loyalty programs plus first class client care service by an advisor or individual office. Client service is an important measure of any office's long-term success.

 

Criteria

 

  • Client relationship management and retention strategies
  • Must demonstrate commitment to exceeding client expectations and providing oustanding service 
  • Must demonstrate ability to innovate winning loyalty programs and initiatives centered on retaining client trust

 

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