$58.56

The Client Experience

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Candela Nuevo

2 Queen Street

Melbourne, VIC 3000

Australia

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As what it means to be a financial adviser continues to evolve and shift, so too does the experience of our clients. In fact, it's fair to say that the very reason our role is changing is because the next generation of clients are demanding a different type of financial planning experience.

And we think it's a good thing. We are no longer being seen as pure investment managers, and are beginning to be perceived as financial coaches and confidants too - and this builds trust.

So we thought we'd delve into this idea a bit further by hearing from some experts in our community who will give us insight into how to provide an outstanding client experience, wow clients, and turn them into raving fans.

At this XY Social event, we’ve got three leading Advice professionals sharing with us what they do in practice to give clients the warm and fuzzies consistently throughout the client journey.

We’ll also have plenty of time for catching up over a drink with other awesome members of the XY community. Come along, meet someone new - build your network! Drinks and snacks will be provided thanks to our awesome event partners - Asteron and Centuria.


Venue: Candela Nuevo - 2 Queen Street, Melbourne, VIC 3000
Date: Thursday 14th of September
Time: 6pm


Special thanks to our event partners:



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Date and Time

Location

Candela Nuevo

2 Queen Street

Melbourne, VIC 3000

Australia

View Map

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