How Wealth Managers Define Their Value and Acquire Clients

As a finance professional, your expertise in creating sound investment strategies that align with your clients’ goals is formulated around data, research, business philosophy, industry trends manager experience and more. Do you use the same kind of effort to convey your own successful experience? Research shows that investors want the full package: effective strategies, personalized service, a relationship of trust and ongoing commitment. Defined as the “investor experience,” the accumulation of each engagement you make with each individual customer adds to your customer’s perception of the value you provide.

Because each investor’s experience is so important, wealth managers and advisors are now focusing on proactive management through meaningful engagement opportunities. A recent study by Temkin on the RCustomer Experience OI showed that “companies that earn $1 billion a year will see an average gain of $700 million within three years of investing in customer experience.”

Join us on March 17, 2022 at 4 p.m. ET for Articulating Your Value: How Wealth Managers Define Their Value, Acquire Customers, and Accumulate Assets. This webinar will offer insight into defining the investor experience, increasing referrals without asking, and building personal brand equity to define value.

CE CIMA®, CPWA®, CIMC®, RMA® and AEP® credits have been applied for and are pending approval.

Sponsored by

Christophe Volpe
Director, Wealth Management Solutions

Julie Littlechild
Founder and CEO
Absolute commitment

Jermaine Edwards
Reflection on customer transformation, irreplaceable advisory group

Dolores W. Simon