How to Create an Inclusive Client Experience 2023 | 21 September 2023 | Webinar
Venue
Webinar
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| Event Date | Thu Sep 21 EDT (about 1 year ago) |
| Location | Webinar |
| Region | Americas |
Details
The modern wealth management client landscape is diverse in terms of the age, gender identity and cultural background. To remain relevant, advisors need to understand how to create an inclusive environment that appreciates and celebrates a client’s uniqueness. In this webinar, you will learn about generational, gender and cultural differences, and how to use this information as a foundation for fostering trust with prospects and existing clients.
Speakers
2023 Speakers
Kathleen Burns Kingsbury
Wealth Psychology Expert, Author & Coach , KBK Wealth Connection