Our client engagement programs are only available through our corporate partners. Contact Reema at to discuss how they can be customized for your advisors.

That Was Then:

Client satisfaction is created when you deliver good service. And because 89% of clients are satisfied, achieving client satisfaction makes you just as good as everyone else.

This Is Now:

Client engagement is co-created with clients and reflects a deeper relationship. And because only 1/3 of clients are fully engaged, achieving client engagement builds a wall around your clients, helps you stand out from the competition and drives significant referrals.

We help you drive significant client engagement and growth.

The Client Engagement Suite

Engagement Essentials and Engagement Edge

The Client Engagement Suite combines two powerful programs to help you lay the groundwork for, and design the future of, an engaging client experience. With the help of live coaching, on-demand content, workbooks, action plans and reporting and analysis tools, this is your ‘one-stop shop’ for designing a client experience that will set you apart.

The Client Engagement Suite includes two programs: