Home > Conferences > 2018 > Pre-Conference Workshop

Sunday, October 7, 2018

Optional Pre-Conference Workshop: The Exceptional Advisor*

Program runs from 2:30 p.m. to 5 p.m. Space is limited.

Speaker:Julie Littlechild, AbsoluteEngagement.com

While you have invested the time it takes to become an exceptional advisor and provide your clients with meaningful, ethical advice, have you taken the time to communicate to your clients the expertise your certifications provide? This highly practical workshop will help advisors reinforce the value of their ethics and expertise through more effective client communication. Based on the Institute’s recent high-net-worth (HNW) client research study, “Investments & Wealth Client Research,” which surveyed more than 1,000 HNW clients, participants will learn how to create a clear action plan that demonstrates how to position expertise when describing value, how to understand client perception of advanced/voluntary designations, and the connection between expertise, engagement, client loyalty and referrals, while integrating the Code of Professional Responsibility into your advisory practice. Learn how to educate your clients in a meaningful way and increase retention and referrals as a result.

*Additional fee required

Thank You to our Pre-Conference Sponsor