Creating a Next-Level Client Experience
Regional Events

Creating a Next-Level Client Experience

September 18, 2019 @ 11:30 am

Join us in Cleveland to Learn About Our Client Experience

We’ll be in Cleveland on Sept. 18 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 the lunch 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

The event kicks off on Wednesday, September 18 at 11:30 a.m. EDT at Red The Steakhouse, 417 Prospect Ave, Cleveland, OH 44115. Register now to save your seat!



September 18, 2019 @ 11:30 am
September 18, 2019 @ 1:30 pm
Event Category:
Regional Events