ZOOM Please register via Cvent
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.
By the end of the session, attendees will:
- Learn how to serve clients through proactive digital communication methods to enhance relationships
- Learn how to increase client referral rates through client experience modeling
- 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.