Client Experiences In A Time of Change

9:40 AM - 10:40 AM
How can advisors have intimate conversations and build connections in a scalable way? We’ve discovered a few techniques that are paying off. We will introduce each method, and offer tips on how advisors might implement them in their own firms, including:

1 – Client discussion groups – Part book club, part group therapy, 10-20 clients gather to discuss a common topic. Discussion groups can be created and closed based on need.

2 – Webinars and podcasting – We’ll discuss some best practices worth sharing, both on the technical and content sides.

3 – Targeted one-on-ones – One-on-one discussions with each client over lunch.