Exceptional Client Experience - Creating the Ideal Financial Advisory Firm Office

1:50 PM - 2:50 PM
This program will highlight trends and best practices in professional office design that you can incorporate into your existing or new office space. The focus will include a discussion of optimal design of and furnishing for client, employee, and team spaces. For discussion, a case study of an award winning financial planning office in Columbia South Carolina will be shared.

Key takeaways will include:

1. Understanding of current trends and best practices in office design

2. Know the key issues to address in programming a financial planning office

3. Understand the key principals for hiring a design professional