Registration is Open for Limitless 2025! Use Promo Code ALUMNI25
There’s Still Time to Register for the Productivity Power-Up Workshop on Monday, June 3!
Registration is Open for Limitless 2025! Use Promo Code ALUMNI25
There’s Still Time to Register for the Productivity Power-Up Workshop on Monday, June 3!
In the past, advisors relied on the idea that client satisfaction was the gold standard. The reality is that satisfaction is no longer enough. This simple statement sets the stage for a presentation that will challenge advisors to aim higher when it comes to their client experience. She’ll make the case that ‘engagement’ is the new standard and draw on her most recent investor research to share a tactical plan to get there. Julie will go deep on what it means to drive personalized engagement and how client mindset has changed what that means.
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