Designing a Human Centric Client Experience That Deepens Relationships and Inspires Referrals

Do you often feel that your client experience is pretty good but not great? This is a common theme we see across financial services. This industry and profession has constantly over promised and underdelivered, leaving clients feeling that their experience did not meet expectations. If you look at what clients want in a relationship, they often want a human centric experience, that drives convenience, trust, and transparency. Come learn from two practice management experts and coaches that have designed front to end client experiences to inspire, attract, and retain clients.