Reinventing the Client Experience

Growing your firm and better helping your clients go hand-in-hand

Two Barron’s Hall of Fame advisors – Carson Group’s Ron Carson, Founder and CEO, and Paul West, Managing Principal – present: “Reinventing the Client Experience.”

Replay this webinar to teach yourself how to grow your firm by first focusing on your client experience.

This presentation was part of the message Ron and Paul delivered at Excell 2019, the premier conference for advisors looking to network, grow their firm and improve the client experience. So if you’re interested in learning more about what the conference has to offer before committing (trust us, it’s worth it!), then this is the webinar for you!

"Reinventing the Client Experience" will teach you:

• What clients expect from today’s advisors
• How you can better meet those expectations
• What that means for your firm
• Where you should go from here