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Out Care the Competition: How to Use the Power of Brand and Client Experience to Differentiate Your Firm

Session Speakers
Session Description

Why Attend
Discover how to make your firm stand out by offering a strong client experience and developing a powerful and appealing brand.

Session Details
Great consumer brands succeed not just because of their products, but because of their ability to create a powerful customer experience that gives them long-term competitive advantage. Advisors grappling with competition from robo-advisors, the fiduciary rule, and other trends may find that increasing their focus on the user experience is crucial. A subject-matter expert will discuss:

  • How to create a story-driven brand that’s visually appealing for digital platforms
  • Tactics for evaluating and refining your value proposition to make it more compelling for clients
  • How branding, marketing, and the client experience are related
  • Theories on influence and how they affect you, your clients, and your brand

Additional Information
To be announced
Pre-Conference Session
3 h