Date(s) - February 2, 2022
7:30 am - 9:00 am
“Lessons from the Trenches: How to Define, Measure and Improve Client Success”
Speaker: Vincent Crivello, Client Experience Director; Buckingham Wealth Partners
In his role Vince Crivello talks to hundreds of advisors. He and his firm measure and study the characteristics that lead to successful client relationships. Attend our meeting in February and hear the three behaviors shared by successful advisory firms. Then Vince will delve into the client experience and explain methods to measure and create practices to improve results.