September 25, 2023

Join us to explore the crucial role that advisor communication plays in client retention and growth! Effective communication has become an indispensable skill in the fiercely competitive financial industry, where clients expect personalized, transparent, and prompt interactions. Attendees will leave this session with a deeper understanding of the following:

  • How clients view current advisor communications, what clients are asking for, and the consequences of inadequate advisor communications.
  • How to commit to a cadence of communication, creating new touch points and opportunities based on what clients are seeking today. We will share best practices to ensure you walk away with attainable goals. 
  • What higher AUM clients seek, and suggested tactics for meeting these needs. Understanding your clients better means you’re better equipped to help them reach the goals along their plan to financial success and security.

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

Sponsored by






Susan Theder

Chief Marketing and Experience Officer



Sean Brown




Shannon Rosic – Host

Director of WealthStack Content & Solutions




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