Loading Events

Events for March 8, 2022

Events Search and Views Navigation

Event Views Navigation

12:00 pm

Practitioners Unite! The Client Intake Process (noon session)

March 8 @ 12:00 pm - 1:00 pm EST
Webinar / Online Meeting, Online Meeting

The client intake process is an integral part of the client/counselor relationship. In this stage, the counselor collects data to get a better understanding of the clients current financial state in order to guide their counseling sessions. Every counselor has a different way to onboard their clients. Join us on Tuesday, March 8th at noon ET for an opportunity to connect […]

Find out more »

3:00 pm

Practitioners Unite! The Client Intake Process (3pm session)

March 8 @ 3:00 pm - 4:00 pm EST
Webinar / Online Meeting, Online Meeting

The client intake process is an integral part of the client/counselor relationship. In this stage, the counselor collects data to get a better understanding of the clients current financial state in order to guide their counseling sessions. Every counselor has a different way to onboard their clients. Join us on Tuesday, March 8th at 3pm ET for an opportunity to connect with […]

Find out more »
+ Export Events