Below you'll find overviews of some of the presentations we delivery regularly, updated with the most recent research. We do tailor every presentation to meet your needs and address a range of other topics related to client experience, client engagement and referral growth.

How client engagement is being disrupted
Things have changed. They have changed for advisors and they have changed for their clients.

The evolution of client referrals
The research is clear – most businesses are missing out on a significant opportunity, as the result of a clear and persistent referral gap.

What your clients can teach you about engagement and growth
According to research from Absolute Engagement, advisors are missing out on service, revenue and referral opportunities every day. The question is, what can they do about it?

Why client satisfaction is no longer enough
When the vast majority of clients are satisfied, satisfaction doesn’t set an advisor apart.

The relentless pursuit of absolute engagement
Many successful advisors fall victim to the 1-degree effect, an unintentional drift from the things that energize and inspire them.