Schedule of Events

August Meeting

  • Thursday Aug 13, 2020
  • Start Time: 9:00AM
  • End Time: 10:00AM
  • Live Webinar
  • Presented by: Lindsay Troxell, Director, Knowledge Labs™ Professional Development at Janus Henderson Investors

Live Webinar – The Art of WOW – Building Relationships That Create Clients for Life

How well do you rate the client experience that you create? Are you and your team continually delivering WOW experiences, especially to those clients who matter most?

Every financial professional knows it’s impossible to control the markets. But the most successful also know they have the power to control the most important tool for building their business-and it’s not performance.

Developed with internationally recognized client experience expert Dr. Joseph Michelli, Janus Henderson’s The Art of WOW program empowers you to drive deep client loyalty-the kind that creates clients for life. Learn how to systematically exceed client expectations by creating meaningful, unforgettable moments that clients talk about and attract valuable new business.

Program Takeaways

  • Learn a step-by-step process that can turn high-value, affluent clients into your biggest fans
  • Find out how to create deeper connections with your clients with techniques to tailor your communications to resonate best with theirs
  • Discover how to spot key opportunities to deliver WOW experiences to your clients by creating meaning-making moments with what matters most to them

Presented by: Lindsay Troxell, Director,  Knowledge Labs Professional Development at Janus Henderson Investors.