Virtual

Converted: The Data-Driven Way to Win Clients’ Hearts

Thursday January 30, 2025 @ 2 PM EST

Virtual

Converted: The Data-Driven Way to Win Clients’ Hearts

Thursday January 30, 2025 @ 2 PM EST

As a financial advisor, you know that trust and lasting relationships are the foundation of your success. But are you fully harnessing the power of data to deepen connections and drive sustainable growth?

Join us for an exclusive, one-hour session with Neil Hoyne, Chief Strategist at Google and author of Converted. Kickstart your professional growth in the new year by gaining insights from one of the world’s foremost experts on marketing and data-driven decision-making.

In this session, you’ll learn actionable strategies to transform your practice from transactional to relational. Discover how to leverage data to identify your ideal clients, tailor your marketing to their unique needs, and build relationships that stand the test of time.

Why Attend?

Reimagine Decision-Making: Hear Neil’s proven approach to effective decision-making, drawn from 9,000+ hours advising Fortune 500 executives.

Master Client Lifetime Value: Move beyond short-term gains to focus on long-term growth by identifying and nurturing your most valuable clients.

Turn Data into Insights: Learn how to gather, interpret, and apply client data to deliver personalized experiences that outpace the competition.

Fine-Tune Your Messaging: Use data-driven insights to craft client communication strategies that resonate and retain.

Don’t miss this chance to gain executive-level insights and elevate your practice with guidance from one of the world’s top leadership speakers.

Meet the speaker

Neil Hoyne
Neil Hoyne

Chief Strategist, Google