|Event Date||Thu Jun 23 EDT (in about 1 month)|
Wealth management services providers often develop a client relationship engagement plan based on the client’s financial and estate plans. This session offers best practices on how to operationalize your client relationship plan to solidify the relationship and assure a meaningful client experience.
• Developing client relationship plans to guide engagement
• Effective relationship plans build on the client’s wealth plans (financial, estate plans) and brings them to life
• How to maintain communication with clients, stay attuned to changes in their financial lives, and demonstrate agility as an advisor for a successful, • enduring client relationship.
Alvina H. Lo
Chief Wealth Strategist, Emerald Advisory Services, Wilmington Trust
Director of Enterprise Wealth Management, Zions Bankcorporations, N.A.
Principal, Strategic Advisory Consulting Group