introduction
Gretchen Figge
Welcome to the Client Connection Summit! Here’s a short message from Gretchen, the CEO of COREnology.
introduction
Gretchen Figge
Welcome to the Client Connection Summit! Here’s a short message from Gretchen, the CEO of COREnology.
other sessions
Adapt, Change, or Disappear
Find out how trusted advisors need to adapt and change how they do business to compete with the emersion of new technologies, and the shifting expectations of a new generation of investors.
Successfully Navigate Every Client Conversation
Learn the principles to master even the most complex client conversations by drawing upon the examples of the internet's most successful interview show: Hot Ones.
Preparing for the Great Wealth Transfer
The Great Wealth Transfer has already begun. Learn how to help Baby Boomers navigate the complexities of passing their wealth onto the next generation with confidence.
The Science of Happy Clients
Learn what the most cutting-edge research shows planners should be doing to build trust, loyalty, and connection, with clients so they can retain business, and win the business of clients' friends and family.
Wild Ones: Conference Recap
Watch Gretchen and Nate eat spicy hot wings as they recap each session from the summit. (This was 100% inspired by Matt Zeigler's session... make sure you watch it first for context!)
other sessions
Adapt, Change, or Disappear
Find out how trusted advisors need to adapt and change how they do business to compete with the emersion of new technologies, and the shifting expectations of a new generation of investors.
Successfully Navigate Every Client Conversation
Learn the principles to master even the most complex client conversations by drawing upon the examples of the internet's most successful interview show: Hot Ones.
Preparing for the Great Wealth Transfer
The Great Wealth Transfer has already begun. Learn how to help Baby Boomers navigate the complexities of passing their wealth onto the next generation with confidence.
The Science of Happy Clients
Learn what the most cutting-edge research shows planners should be doing to build trust, loyalty, and connection, with clients so they can retain business, and win the business of clients' friends and family.
Wild Ones: Conference Recap
Watch Gretchen and Nate eat spicy hot wings as they recap each session from the summit. (This was 100% inspired by Matt Zeigler's session... make sure you watch it first for context!)