Overview

2.0 Credits
ONLINE

Firms pride themselves on providing excellent outcomes for their clients. With the move to advisory and the rise of technology and apps, you are making more of a difference than ever for your clients' continued success and growth. Cover the principles involved and benefits that accrue when a firm creates a top-notch experience for their clients at every touchpoint. Assess your own firm's current client experience level and leave with a practical action plan to help your firm step up to CX 2.0 in 2022 without breaking the bank or making any of your staff go crazy.

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