How a Focus on Client Experience Can Boost Your Business

Advisors may not pick the right technology or presentation materials, for instance, if they don't know how to best define their face-to-face client experience, according to Herbers.

"The takeaway here is that 'client experience' isn't the things you do, it's how you make your clients feel," she explains. "The goal is to make your clients feel that they belong at your firm, and that you are grateful that they are there."

Thursday's session is free and sponsored by BNY Mellon | Pershing. Speaking on behalf of Pershing for the webcast will be Marissa Herr, vice president of Technology Client Engagement.

In this webcast, advisors will learn how to best develop strategies for client experience that results in a tailored approach — ultimately building trust and deepening conversations with clients.

"Making a great client experience starts with educating people on their first interaction with you, but it never stops there," Upton explains. "Continuing to provide personalized experiences for everyone you help will set your firm apart and help you create a client experience that builds advocates for you and your team."