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Event Date Thu Jun 23 EDT (in about 1 month)
Location Webinar
Region Americas

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.

Discussion Highlights:
• 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.


2022 Speakers
Alvina H. Lo
Chief Wealth Strategist, Emerald Advisory Services, Wilmington Trust

Rebecca Robinson
Director of Enterprise Wealth Management, Zions Bankcorporations, N.A.

Dave Coffaro
Principal, Strategic Advisory Consulting Group