A Client Experience that Builds Loyalty—and Referrals

Create a client experience that will speak volumes in terms of word-of-mouth referrals. You'll learn how top-performing advisors are accomplishing just that—and at scale.

Here's what attendees will receive:

• Modern client experience essentials
• Understanding where tech tools can help
• Downloadable resources

Speakers:
Amber Krier, Head of Relationship Management, AdvisorEngine
Bill Sullivan, VP Relationship Management, Nitrogen
Charesse Spiller, Founder of Level Best and Creator of FinOps Co-op™