No
Yes
View More
View Less
Working...
Close
OK
Cancel
Confirm
System Message
Delete
Schedule
An unknown error has occurred and your request could not be completed. Please contact support.
Scheduled
Wait Listed
Personal Calendar
???connect.schedule.participant???
Conference Event
Meeting
Interest
There aren't any available sessions at this time.
Conflict Found
This session is already scheduled at another time. Would you like to...
Loading...
Please enter a maximum of {0} characters.
{0} remaining of {1} character maximum.
Please enter a maximum of {0} words.
{0} remaining of {1} word maximum.
must be 50 characters or less.
must be 40 characters or less.
Session Summary
We were unable to load the map image.
This has not yet been assigned to a map.
Search Catalog
Reply
Replies ()
Search
New Post
Microblog
Microblog Thread
Post Reply
Post
Your session timed out.
Meeting Summary
The session has been added to your schedule
The session has been removed from your schedule
 

How Client Engagement is Being Disrupted

Session Speakers
Session Description

Why Attend
Understand the trends that are impacting how you will need to engage your clients and learn how to respond so that you aren’t just keeping up, but leading the charge.

Session Details
Client engagement is being disrupted and most of that change can be seen outside of the industry, where your clients live and work every day.  During this session, you’ll learn about the specific trends that will disrupt how you engage with clients and walk through a step-by-step plan to respond.  You’ll walk away with a plan to re-imagine your client experience in a way that reflects the needs of your ideal clients, is co-created and is personalized.  Drawing on research from inside and outside the advisor industry, a subject-matter expert will discuss:

  • Tools advisors can use to improve client engagement
  • Key trends that affect how advisors engage with clients
  • How to design a client journey that will differentiate you, engage clients and support increased referrals.

Additional Information
To be announced
Education Session
1h 15m