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™
