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One of your main goals is likely to help clients realize their financial dreams. But do your clients truly believe in your ability to do that? Is your client experience (both online and off) translating into improved business growth, loyalty and retention? If not – or if you want to take your business to the next level – you need to learn what to do (and what to avoid doing) when defining business strategies and selecting tools for your business.

Join this complimentary webcast to learn how to best develop a strategy for your client experience that results in a tailored approach ultimately building trust and deepening your conversations with clients. You will also discover:

  • Why a focus that encompasses empathy, key topics of interest for clients (like retirement) and demographic differentiation can strengthen your experience and brand

  • The role personalization (via AI and other technology) can play in the delivery of a powerful client experience

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Angie Herbers, Managing Director and Senior Consultant, Herbers & Company

Angie Herbers is Managing Director and Senior Consultant at Herbers & Company (www.HerbersCo.com). She brings over 17 years of experience in human capital, leadership and management strategies to advisory firms. Angie has been named by Investment Advisor as one of the “Top 25 Most Influential People in the Advisory Industry” in 2007, 2013, 2015, 2018 and 2019.

Jarrod Upton

Jarrod Upton, COO and Senior Consultant, Herbers & Company

Jarrod Upton is COO and Senior Consultant at Herbers & Company. He brings over 16 years of experience in management strategy, client experience and operations consulting to advisory firms. At Herbers & Co.’s Dallas office, he works with start-ups to multi-location/multi-billion advisory firms to provide solutions that impact growth.


Marissa Herr, Vice President, Technology Client Engagement, BNY Mellon Pershing Technology

Marissa Herr brings over eleven years of experience in the financial services industry. She rejoined the BNY Mellon enterprise in September 2017 as a Vice President, Senior Specialist Product Manager for BNY Mellon Pershing Technology, responsible for representing and communicating Pershing’s digital wealth strategy, acting as a subject matter expert on all of our technology solutions for firms, advisors, investors, and home office users.

She previously worked for BNY Mellon Albridge from 2011 to 2015 as a Vice President, Product Manager supporting the utilization, adoption, and product marketing efforts for Albridge Wealth Reporting. Prior to rejoining the enterprise, she also worked as a Senior Portfolio Consultant for Fiserv, responsible for deepening Card Services relationships by executing on various growth strategies for their portfolios, as well as supporting the adoption and growth initiatives for their leading fraud mitigation app CardValet