The Client Experience in 2022 episode artwork

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.

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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This episode was published on January 14, 2022.

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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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