Financial Professionals

Chapter events

Virtual Chapter meeting
January 19

ZOOM Please register via Cvent
7:30 - 10:00 am
Presenter: Angie Herbers

Total Client Experience & How to Create Digital Client Experiences
Learn from Angie Herbers how to build a high-growth firm on client referrals. The Total Client Experience (TCX) process is a proactive client service model integrating your people, process, and brand to enhance client service in advisory firms.

Learning Objectives
By the end of the session, attendees will:

  1. Learn how to serve clients through proactive digital communication methods to enhance relationships
  2. Learn how to increase client referral rates through client experience modeling
  3. Learn how to communicate with clients through digital processes and procedures using a client experience map to guide the client journey

RSVP by January 15, 2021
MN insurance, CFP® Board & CIMA® credits will not be offered for this session.

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