The Client Experience: Good to Great

The client experience matters for two very important reasons: as a source of new business to help you achieve growth goals, and to help retain your existing clients.

Please join Regional Director James Trude, who will share some practical insights into how to elevate the client experience within your advice business from good to great!

About the Presenter

James Trude is a Regional Director out of Dimensional’s Sydney office, where he is responsible for building and maintaining relationships with the financial advisor client base. James returns to the financial services sector after spending five years successfully establishing and building an aged care services business.  With more than 15 years’ experience supporting clients’ investment decisions, James has worked with a variety of institutional and retail clients. His previous roles have ranged from working with equities, quantitative funds, and traditional long-only products, but always with a focus on helping clients and their advisors achieve the best possible investment outcomes. James has completed a bachelor of commerce and a master of applied finance from Macquarie University.

Learning Partnership: Financial Advice New Zealand, as part of the Academy of Professional Learning, partners with organisations such as Dimensional that are leaders in research and learning in financial services.

Dimensional’s Virtual Program: Dimensional is a global investment firm with a strong belief in markets, who identify compelling research and apply it to practical investing.

Dimensional is partnering with Financial Advice NZ to provide a virtual webcast series to share valuable insights into Investment Planning, Personal Development and Practice Management to equip adviser and advisory firms with the skills needed to grow a successful business upon a solid theoretical foundation.

To find out more and register click here

PD Calendar