Looking for more ways to grow your advisory business?
Practices focused on their client-centric experience have more assets and lower attrition rates than other firms, according to recent industry research.
To learn more about the importance of boosting your client experience (or CX) and what steps you can take in this area, sign up and tune in for ThinkAdvisor’s next webcast: “How to Build Trust & Deepen the Conversation with Investor Clients,” set for 2 p.m. ET/11 a.m. PT on Thursday, May 30.
Speakers include Angie Herbers, managing director and senior consultant of Herbers & Co. — a top industry consulting firm — and her colleague Jarrod Upton, chief operating officer and senior consultant.
Advisors may not pick the right technology or presentation materials, for instance, if they don’t know how to best define their face-to-face client experience, according to Herbers.