Surprise and Delight Creates Clients for Life

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One of the most effective ways to nurture client relationships, enhance customer loyalty, AND drive referrals is to implement a “Surprise & Delight” strategy. This frequently overlooked strategy gives clients a customized, memorable experience that makes them feel more appreciated and understood. If you’re ready to start surprising and delighting your clients but you’re unsure where to start, this is the webinar for you. 

Join Advisor Group’s Marketing Experts as they share their best ideas for surprising and delighting clients while providing a live demonstration of how to set up a successful strategy.

You’ll learn:

• Practical ideas for how to “Surprise & Delight” your clients
• How to launch some of the most popular ideas, step by step 
• Strategies for implementing “Surprise & Delight” into your customer experience

Register today to learn how you can start building your “Surprise & Delight” strategy.

Sponsored by:

Approved for 1 hour CE: CIMA®, CPWA®, CIMC®, and RMA®. 

nvestments & Wealth Institute® accepts this webinar for 1 hour of CE credit towards the CIMA®, CPWA®, CIMC®, and RMA® certifications. If you provide the required information during the webinar registration process and stay for the entire LIVE event we will report your attendance to IWI. If you watch the ON-DEMAND event please email us at [email protected] for the IWI® webinar ID to self-report your attendance.

Speakers

Kirk Hulett
Executive Vice President, Business Coaching & Consulting
Advisor Group, Inc.

Kirk leads Advisor Group’s Consulting teams which includes the Advisor Marketing Team, the Business Coaching & Consulting team, the Advisor Education Team, the Succession Team and the Technology Solutions Consulting team. These teams provide coaching, consulting and training to financial professionals on how to improve the efficiency, sustainability, and profitability of their business.

This includes the award-winning Next Level coaching program, the award winning MyCMO and MySuccessionPlan platforms, initiatives to develop next-generation advisors and an industry-leading behavioral financial advice program. Kirk is also executive leader for Advisor Group’s events and meetings teams.

Prior to this role, Kirk oversaw the human resources and strategy functions at Securities America. He joined Securities America in 1994 and over the years held leadership roles in practice management, technology training and adoption, events planning, and serving as chief strategy officer. He also led strategic development efforts for Ladenburg Thalmann. An accomplished speaker, writer and business consultant, Kirk has provided presentations and key notes at various industry conferences and is a regular contributor to print and online publications. He is the author of “Hiring to Grow: A Practical Workbook,” and “Managing for Performance: The Cycle of Success.”

Kirk earned a master’s degree in industrial and organizational psychology from the University of Nebraska at Omaha (UNO) and graduated with honors from Washburn University in Topeka, Kansas. He has been an adjunct instructor for the UNO College of Business MBA program and holds the Series 7 and 24 securities licenses, the Behavioral Financial Advice (BFA) designation and is a certified BFA instructor.

Brittany Abbate
SVP, Advisor Marketing & Growth Programs
Advisor Group, Inc.

Brittany Abbate is a seasoned marketing expert and an award-winning writer, with a background spanning more than 25 years in marketing, media and journalism. She has worked in multiple highly-regulated industries, including financial services, insurance, consumer healthcare and pharmaceuticals, and she spent several years as a television and radio reporter and producer appearing in various top markets across the country.

Prior to joining Advisor Group, Brittany helped financial advisors across the southwestern U.S. grow their business through marketing and association partnerships as part of Principal Financial Group’s Arizona Business Center, and ultimately co-founded and built a profitable independent RIA.

As Senior Vice President of Advisor Marketing and Growth Programs at Advisor Group, she leads a dynamic team of experts dedicated to helping financial professionals grow their business through savvy, advanced and strategic marketing techniques and best practices.

Suzanne Siracuse
Founder & CEO
Suzanne Siracuse Consulting

Suzanne Siracuse, Founder and CEO of Suzanne Siracuse Consulting, LLC, specializes in advising financial services firms on innovative business strategies, distinctive marketing programs and impactful advocacy initiatives around diversity, financial literacy and next gen talent.

Ms. Siracuse is also the Creator and Host of The Big Reveal Podcast Series where she interviews industry thought leaders and influencers on all things wealth management, but with a twist!

Ms. Siracuse is the former CEO and Publisher of InvestmentNews where she oversaw the vision and strategic direction for all their platforms including print, digital, events and research.

Under her leadership, InvestmentNews launched initiatives to support the evolution of the financial advice profession, specifically in the areas of Practice Management, Women’s Leadership, Diversity & Inclusion, Innovation, NextGen and Financial Literacy.

An industry thought leader, she is a sought-after speaker and moderator on topics ranging from investing and leadership to financial literacy and fintech.

Ms. Siracuse is also a founding member of the Invent Elite consulting consortium, which focuses on developing, launching, branding and operationally supporting broad based technology initiatives for financial services firms.

In addition, Ms. Siracuse is on the Board for the Invest in Others Charitable Foundation, is a member of the Council of Ambassadors for the IWI’s Thrive Center for Diversity and Inclusion and is a board member of Savvy Ladies.In Nov 2020, Ms. Siracuse was recognized by InvestmentNews with the Women to Watch “Trailblazer” award for her commitment to DEI initiatives within the financial services industry. Ms. Siracuse is an active volunteer at the Animal Rescue Fund in East Hampton, NY and an advocate for the humane treatment of animals.She holds a BS in Business from Rider University. She, and her husband, Lee reside in New York City.