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"Surprise and Delight" Strategy

 

MODERATOR

David Armstrong
Editor-in-Chief and Executive Director of Content and User Engagement

WealthManagement.com

 

Thursday

May 20, 2021

2:00pm EST

1:00pm CST

11:00am PST

 

 

 

 

How to Surprise and Delight Your Way to Revenue Growth 

One of the most effective ways to nurture client relationships, enhance customer loyalty, AND drive referrals is to implement a “Surprise & Delight” strategy. Studies show that customized efforts create memorable experiences that make clients feel more appreciated and understood. “Surprise and Delight” efforts have a direct impact on business growth – don’t underestimate the power of this simple yet frequently overlooked marketing tactic.

Join Advisor Group’s Executive Vice President of Advisor Engagement Erinn Ford and a panel of Advisor Group’s financial professionals as they share their best ideas for surprising and delighting their clients.

You'll learn:

  • How to implement an efficient and effective client appreciation strategy
  • Creative and successful “Surprise & Delight” ideas that may even surprise you
  • Strategies for operationalizing “Surprise & Delight” into your customer experience
Register today to learn how you can start building your “Surprise & Delight” strategy.

 

REGISTER NOW

 

CFP, CIMA®, CPWA®, and AEP® CE Credits have been applied for and are pending approval.

 

 

 

PRESENTER

Erinn Ford

Executive Vice President, Advisor Engagement
Advisor Group

 

 

 

PRESENTER

Patti Brennan, CFP®, CFS®

President and CEO
Key Financial, Inc.

 

 

 

PRESENTER

David Bailin, AIF®, ChFC®, CLU®, CLTC®

Founder
Personal Wealth Strategies

 

 

 

PRESENTER

Nancy Bailin

Director of Operations
Personal Wealth Strategies

 

 

 

SPONSORED BY:
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