How to Elevate the Client Experience and Differentiate Your Practice
Wednesday, December 14, 2022
8:15 AM – 9:15 AM PDT
Location: SCC: 611-614
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Level of Complexity: Overview
Our industry has experienced many disruptions and changes in the last few years. Some have entirely shifted the way we spend our time every day. Given the evolving landscape, do you find yourself struggling to keep up with what’s expected by clients while also anticipating their needs and differentiating your practice? In this session, Brian Leitner, Head of Mariner Platform Solutions, gives his perspective on how the industry will continue to evolve and provides insights and tips on how advisors can position themselves to capitalize on future opportunities. Finally, Brian will provide an overview of Mariner Platform Solutions and how they help advisors grow their practices.
Learning Objectives:
Which KPIs Advisors may want to focus on to enhance their practice
Actionable advice such as how to engage the non-financial spouse, re-evaluate how we talk with clients about retirement planning and leveraging your data
How MPS can provide Advisors more time to focus on what’s important to clients, the resources that help them differentiate their practice and how we are creating a community of Advisors to share best practices
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