Based upon the disruptors which are converging to challenge professional service provider’s to further distinguish themselves, this workshop offers a fresh perspective on how marketers can be better prepared to support the advisors of the future. During this workshop, attendees will be introduced to: The five distinctive competencies that firms need to possess to drive higher levels of value creation by adopting a true client champion mentality, applying greater levels of cognitive flexibility and communications agility, delivering higher levels of value by adopting a business accelerator and indispensable partner mindset. WHAT YOU WILL EXPERIENCE:
- Understand how the next wave of client expectations will shape what marketing will need to support
- Learn how the 5 distinctive competencies of the Advisor of the Future can be incorporated into the marketing and business development programs
- Be introduced to a gamification process that can be internally championed to gain alignment on the distinctive competencies of the future
- Learn how to apply CEI’s PROOF model to better understand the needs of stakeholders throughout the client life-cycle
