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Winning Today’s Consumer: Insights and Lessons from Three Entrepreneurs

Session Speakers
Session Description

Why Attend
Learn from RIA industry leaders the keys to successful firm design, partnerships and client experience to change the game for your business.

Session Details
Delivering meaningful advice isn’t just about the tools and technology you employ—it’s about bringing your ideas to life so they can have a genuine impact on your clients. Three industry leaders and entrepreneurs, each with different areas of expertise, will share and debate approaches for meeting customers’ rising expectations for simple, intuitive, and fairly priced experiences that deliver value. In this session, learn how to:

  • Provide an experience that will help you attract new clients and retain existing ones
  • Streamline your operations to accelerate growth
  • Understand when clients are ready to forge deep, meaningful relationships
  • Maximize what you offer clients through partnerships and new capabilities 

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


Booth: 241
Session Schedule