As a financial professional, your expertise in creating valuable investment strategies that fit your client goals is formulated around data, research, corporate philosophy, manager experience industry trends and more. Are you employing that same kind of effort to convey your own successful track record? Research shows that investors want the whole package: Effective strategies, personalized service, a trusted relationship, and ongoing engagement. Defined as “Investor Experience,” the accumulation of every engagement you make with each individual client adds up to your client’s perception of the value you are providing.
With so much riding on each investor experience, wealth managers and advisors are now focused on proactively managing it through meaningful engagement opportunities. A recent study by Temkin on the ROI of Customer Experience showed that, “Companies that earn $1 billion a year will see an average gain of $700 million within three years of investing in customer experience.”
Join Us on March 17, 2022 at 4pm ET for Stating Your Value: How Wealth Managers are Defining Their Worth, Acquiring Clients and Accumulating Assets. This webinar will offer insights into defining investor experience, increasing referrals without asking for 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
Informa
Julie Littlechild
Founder and CEO
Absolute Engagement
Jermaine Edwards
Founder
Customer Transformation Thinking, Irreplaceable Advisory Group
