Creating a Next-Level Client Experience
Join us in Columbus to Learn About Our Client Experience
We’ll be in Columbus on Sept. 17 to discuss how to deliver an experience to your clients that truly sets your firm apart and builds a stronger connection with them in the process.
The advisory landscape is changing more and more every day. Technology is taking the forefront, and a digital client experience – ease of use, access to information, transparency, communication and more – has never been more important.
During cocktail hour, we will discuss:
- Client technology and how to use it to better help those we serve
- Consolidation in the profession – and how you can grow using acquisition
- And how to deliver the best value for your clients