Options Accordions

“Australia’s BIGGEST and BOLDEST business event for the world of accountancy and finance management”

20 - 21 March 2019
ICC Sydney Exhibition Centre
Darling Harbour, Sydney

PRE-REGISTER
Back to agenda

Hear how a guru with HNW clients gains share of wallet

Yellow Theatre
Sales & Marketing
Wealth & SMSF

Clients often bring interesting projects, complex structures and prestige to a firm; and sometimes good fees. So how do you increase your value proposition and make your clients ‘sticky’ – in particular your HNW clients? Hear Paul Lenton from prestigious Sydney firm Nexia share his experiences on how to get the best out of your clients.

  • Discover the key to increasing HNW client engagement and satisfaction
  • Learn how to simplify the customer experience for a complex client
  • How to create a client for life by managing all generations of the family