The Client Advisor Summit
8th Annual Conference
The Client Advisor Summit is a content-rich panel discussion series among professional services firm leaders and their clients of choice conducted over breakfast on consecutive days during the week of May 12, 2014.
Collaborating To Create Value
The purpose of this micro-conference is to discover how professional services firms and their clients are transforming the way they work together for optimal return on investment. Whether you can attend one or all of these conference programs, you are guaranteed to come away with consequential new contacts and fresh ideas.
05.12.14 | Client Of Choice Breakfast
Learn why more companies that engage professional services firms are actively working to become “Clients of Choice.” How is it benefiting them and what can you do about it? Find out in this provocative panel discussion. Attend>
05.13.14 Firm Of The Future Breakfast
Social business collaboration technologies are reshaping our firms and our client |advisor relationships. We’ll discuss how firms are using these tools with their clients to gain collaborative advantage. Attend>
05.14.14 | Prospect Experience Breakfast
You’ve concentrated on building a great experience for your existing clients but what about your prospects. This panel will discuss creating a great prospect experience – one that co-creates value. Based on the newly released guide, “The Opening Playbook,” we will identify how continuously opening relationships trumps the need to “always be closing.” Attend>