Numerous studies have shown a strong positive correlation between overall client satisfaction and proactive client contact by advisors. This correlation becomes stronger when the contact is tailored to the client – whether to their interests, planning needs or communication preferences. Beyond satisfaction lies the concept of client engagement. These clients are the right fit; they have the right conversations and participate in business collaboration activities with their advisors. Studies show that this type of client consistently provides referrals.

Join us for a roundtable discussion on Top Client Engagement Ideas with expert Julie Littlechild and a panel of your peers who have successfully implemented a strong client engagement plan.