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Your Future Practice: What Would You Do If You Had Just One Client?

Session Speakers
Session Description

Why Attend
Explore how to create a more meaningful client experience to strengthen loyalty and attract new business.

Session Details
If you had a single client, how would your advisory firm care for and help that individual? Applying this “concept car” approach used by automakers gives you the latitude to dream big—to consider how you would interact, provide the type of communications and data the client wants, and personalize the portfolio. In a practical application session with a brainstorming activity, discover how you can apply this philosophy to current and prospective clients to:

  • Build a more loyal client base 
  • Find new ways to use fintech and technology in general to enhance the client experience 
  • Establish a path to a cohesive client experience 
  • Close more business

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