Steve Crawford, Experience Wealth
Thursday, October 24, 2019 at 6:00 - 7:00 PM ET (5:00 PM CT, 3:00 PM PT)
Earn: 1 NAPFA CE in K – Marketing and Practice Management
Member: Free; Non-Member: $39
Brands like Facebook, Apple, Amazon, Netflix and Google (FAANG) have changed the customer experience forever, yet inside Financial Services (and in particular Financial Planning) few businesses have taken stock of how the FAANG’s of the world will (and already are) impact the expectations on Financial Planners, specifically relating to the next generations of clients.
By attending this session, advisors will see what is coming in terms of customer / client expectations on a range of ‘value judgements’ that they will make both as a new and ongoing client. This goes beyond the types of advice they provide, and right into their packaging, pricing, service delivery, client communications, engagement options and culture of innovation. Some practical outcomes include:
• A process to review the key hallmarks of a “2020s Advice ready firm”
• A checklist of actionable items to work on during the conference / PD Day
• A 90 day action plan to take back to the office
Steve presented at the 2019 NAPFA Fall National Conference.