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A Client Experience that Builds Loyalty—and Referrals


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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

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™

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