EPISODE · Jan 14, 2022
The Client Experience in 2022
from The Advisor Arena · host Jaime Malm
We just hosted our annual Summit Meeting and the overall theme was creating an unforgettable client experience. Find out what our top advisory firms shared, what the experts had to say and why we were balancing peacock feathers in our hands.
What this episode covers
We just hosted our annual Summit Meeting and the overall theme was creating an unforgettable client experience. Find out what our top advisory firms shared, what the experts had to say and why we were balancing peacock feathers in our hands.
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The Client Experience in 2022
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