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THE AGF AWARD FOR ENGAGEMENT, LOYALTY AND CUSTOMER 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

  • Finalists will be asked to provide details on how they engage & keep long standing connections with their clients
  • go the extra mile to give outstanding clients outstanding service
  • demonstrate solutions that center on retaining client trust & building winning loyalty programs
  • Criteria for judges include: communication, Engagement & loyalty strategies. Telephone and face-to-face service will also be taken into consideration

 

 

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