At a time when products, processes and platforms are increasingly commoditized, no longer is it enough to be transaction efficient or “service -oriented”. Empirical research based upon face -to face interviews with financially successful individuals clearly finds that a firm and its advisors as well as support staff needs to deliver a consistently elevated experience to capture and retain clients. The key components of an elevated experience as expressed by these financially successful individuals, are detailed. Specifically, this keynote presentation addresses:
 Why good, great or even personal service is no longer enough to retain their business.
 How a client or prospect’s overall experience is now an integral part of their perception of real and perceived VALUE.
 Why an elevated experience illustrates a relational approach over a transactional approach.
 How delivering an elevated experience becomes a very clear point of distinction from other firms.
 Why a consistently elevated experience creates emotional chemistry, stronger relationships, repeat business, and brand advocacy.
 The six psychological needs that drive their desire for an elevated experience and the specific tactics for each; tactics that will set your organization apart.
 Why consistent delivery is about cultural mindset; not about time or investing treasure.

Information coming soon!

Information coming soon!

Information coming soon!

Information coming soon!

Coming Soon.

Coming soon.

Information coming soon!

As new generations enter the workforce, the insurance industry faces a tough challenge - how do we engage and develop this emerging talent group in a way that resonates with their preferences and expectations? Panelists will discuss various recruitment and engagement techniques for successful talent development results, dispel some of the common generational myths, and offer “what’s next?” predictions for the new age executive.

Coming Soon.