Bridge over ocean
2 April 2019 Multimedia

How Client Engagement Is Being Disrupted

  1. Julie Littlechild
This session from Wealth Management 2019 covers the trends that are changing how financial advisers will engage with clients in future; the drivers of a truly differentiated client experience; and a step-by-step plan to help advisers intentionally design a client experience that will drive deeper engagement and enable the adviser to become a magnet for exactly the right clients.

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