The most successful RIAs are in "violent agreement" that client experience matters. Far fewer seem to agree on exactly how to create accountability for the process, or to define, structure, compensate and measure performance. 

And there is very little real data on the subject. Until now

Absolute Engagement is conducting new research among RIAs, with a focus on those who have responsibility for (or influence) the client experience. 

Among the questions we’ll answer:

• How is accountability for client experience defined?
• How are RIAs investing in, structuring and measuring client experience?
• How are firms driving adoption across the firm?
• Which tools have been most effective in delivering an engaging experience at scale?

Get started now.

Participation involves about 7 minutes of your time. In return, you’ll receive an exclusive report highlighting the results and implications. And you’ll also be invited to attend an invitation-only briefing to share additional insights.

If you have any questions, please contact me directly at jlittlechild@absoluteengagement.com.

P.S. This research is highly targeted and not for everyone. However, if one of your industry peers would find it of interest or you’d like to invite someone else on your leadership team to participate, please click here to forward an invitation.

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