by Jamie Pollenz | Nov 27, 2022
Valuable client feedback goes far beyond simply asking about the client’s satisfaction. The best client feedback conversations create future dialogue, generate actionable follow-up, and validate the firm’s strategy for positive client experiences and increased...
by Jamie Pollenz | Sep 10, 2022
During this panel session, Jen Hertzig, Mitch Reno, and Gabriel Tevrizian will discuss how they are actively engaged in improving their new client onboarding protocol. Moderated by Laura Meherg, you’ll hear how three different firms approach the challenge of creating...
