Exclusive Summit
7th Annual Client Advisor Summit
Exclusively for finalists, judges and program partners, the Client Advisor Summit is an invitation-only peer-sharing discussion that immediately precedes the Client Advisor Awards luncheon. It provides a chance for the best of the professional services and client community to foster relationships and learn from each other and from our Client Advisor experts through an intimate, open and professionally facilitated dialogue.
Technology and the Client Experience
Each year, The Client Advisor Awards selects a timely issue impacting the relationships between professional firms and their clients to serve as the Award program’s central theme. The theme of the 7th Annual Client Advisor awards program is “Trusted Advisors in a Digital Age” and explores how the best clients and advisors are using technology to enhance engagement creativity, collaboration, coordination and results. Our panel discussions during the Client Advisor Summit will provide a guide to creating client value through digital experiences.
