TDLinc Showcase Session
Regional Events

TDLinc Showcase Session

February 6, 2019 @ 11:30 am

The New Meaningful Measure: Proving the Value of Relationship

February 6 | 11:20am – 12:10pm
San Diego, CA 

Advisors have long held onto a simple metric for defining their worth in a client’s eyes (rate of return, performance, asset growth, etc.). But, are your clients measuring you in more ways than one? They are today. In this keynote presentation, Ron Carson, CEO and founder of Carson Group, will expose the intangible value advisors provide to their clients and illustrate how advisors can bring this invisible value to the forefront of the client conversation. Demonstrating value beyond a doubt is the new standard, and with the advent of interactive technology, Carson will explain what the modern-day consumer expects, why it’s changing investor behavior, and how this will influence the profession forever.

Details:

Start:
February 6, 2019 @ 11:30 am
End:
February 6, 2019 @ 12:30 pm
Event Category:
Regional Events