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Delivering a Positive Client Experience: Perspectives and Viewpoints

Session Speakers
Session Description

Why Attend
Gain new perspectives on the crucial task of delivering a positive customer experience and how it affects every aspect of your business.

Session Details
In today’s market, providing a positive client experience has gone from being mission-worthy to being mission-critical. Growth, profitability, and employee engagement all depend on client satisfaction. Think Zappos, Starbucks, and Mercedes-Benz. During a thought-leadership panel, subject-matter experts with a variety of backgrounds and experiences will offer insight into building a strong, customer-centric advisory business. Understand:

  • What you can learn from consumer expectations outside the RIA industry
  • Practical perspectives that will help you deliver excellence every day
  • Tactics for improving communications, hiring, training, and other areas of your    firm to improve the client experience

Additional Information
CPE-1.5 hrs
Education Session
1h 15m
Session Schedule