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Concurrent Session Onsite and Online

PRA2313. Building Your Client Experience

Your firm’s brand is more than a pretty logo and mission statement. Living your brand requires an understanding of who you are, where you came from, where you’re going, how you want to get there, and what you want people to feel when they cross paths with your firm and its people. In this session, we will explore how to bring your brand to life, show you how to articulate and create client experience standards, and talk about how to develop an onboarding process for your firm.

Learning Objectives:

  • Reognize what it means to live a brand
  • Identify client experience standards
  • Recall how to develop a client onboarding process
CPE Credits
NASBA Field of Study
Communications and Marketing
0-2 years in the Profession
Advanced Preparation
Session Tags