Optimize your practice with holistic planning by following a disciplined four-step process to deliver an exceptional client experience. The V4 Client Experience™ is a unique, indispensable, and repeatable process that enables you to offer your clients ongoing personalized financial services through four cohesive steps.

Key Speakers

Daniel Hood
Moderator Editor in Chief, Accounting Today
Chad A. Smith CFP®, ChFC®, CLU
Wealth Management Strategist, National Sales Department HD Vest Financial ServicesSM
Holly Manton, CFP ®, ChFC ®, CLU®, NSSA®
Wealth Management Consultant, National Sales HD Vest Financial ServicesSM