MIDWEST REGION: Central Ohio Local Group - Improving Your Client Experience

MIDWEST REGION: Central Ohio Local Group is presenting Improving Your Client Experience

For location details and RSVP information, please visit the Central Ohio Local Group Community Page.

Program Summary:
Why does client experience matter to your business and what do your ideal clients have to say about the optimal experience they're looking for? In this data-driven session, we'll share insights from Dimensional's Global Investor Study to help advisors use client experience data to help inform their growth strategy. Learn differences between what clients value and what advisors think they value, gain proven processes and best practices you can leverage to improve the client experience (from onboarding to fees to segmentation), and understand how to maximize a superior client experience for strong referrals.

Presenter:
Susan Rosenhoffer, PCC, Regional Director
Dimensional Fund Advisors
Susan holds the PCC certified executive coach designation from the International Coaching Federation and earned a degree in communications from Truman State University.