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How Wealth Managers Are Defining Their Value and Acquiring Customers

As a financial professional, your expertise in creating valuable investment strategies tailored to your client goals is built around data, research, corporate philosophy, manager experience, industry trends and much more. Are you making similar efforts to express your own successful track record? Research shows that investors want the complete package: effective strategy, personalized service, a trusted relationship, and ongoing engagement. Defined as “investor experience,” the accumulation of each engagement you make with each individual customer adds to your customer’s perception of the value you are providing.

With so much riding on every investor experience, wealth managers and advisors are now focusing on actively managing it through meaningful engagement opportunities. Temkin by R. a recent study onOI of Customer Experience showed that, “companies that make $1 billion per year will see an average of $700 million in profit within three years of investing in customer experience.”

Join us on March 17th, 2022 at 4PM ET Describing Your Value: How Wealth Managers Are Defining Their Value, Acquiring Customers and Accumulating Assets, This webinar will provide insight into defining the investor experience, increasing referrals without asking them, and building personal brand equity to define value.

CIMA®, CPWA®, CIMC®, RMA®, and AEP® CE credits have been applied for and are pending approval.

sponsored by

Christopher Volpe
Director, Wealth Management Solutions

Julie Littlechild
Founder and CEO
full commitment

Jermaine Edwards
founded by
Customer Transformation Thinking, Irreversible Advisory Group

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