In today’s turbulent world of ruthless competition in the financial services industry, business can be won or lost on subtle differentiators. The stakes have never been higher. Yet too often, firms approach their prospect and client meetings as nothing more than performance and product reviews, and lead with their pitch books. They are squandering a critical chance to focus on what keeps client families up at night, and risk losing that business to firms who treat clients as families and not just as assets under management.

As a self-described “recovering” Trusts & Estates Attorney and CPA, and former principal at a white-shoe trust company catering to ultra-high net-worth families, then family ambassador to a $600 million single family office, and now consultant to UHNW families and family offices, Susan is an award-winning thought leader who has the “secret sauce” to help you learn to connect with the soft side, the human side, of the client relationship so that you can create a competitive advantage, and win and keep more business.

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SPEAKERS
Susan R. Schoenfeld
Susan R. Schoenfeld

JD, LL.M. Tax, CPA, MBA, CEO/ Founder, Wealth Legacy Advisors LLC

Featured Events
FinovateSpring
Nov 23rd, 2020 — Nov 24th, 2020 FinovateSpring San Francisco, California, United States
RE•WORK Toronto AI Summit
Oct 22nd, 2020 — Oct 23rd, 2020 RE•WORK Toronto AI Summit Toronto, Canada
Future of Payments Summit
Oct 20th, 2020 — Oct 21st, 2020 Future of Payments Summit London, United Kingdom
Blockchain Africa Conference 2021
Mar 18th, 2021 — Mar 19th, 2021 Blockchain Africa Conference 2021 Johannesburg, Republic of South Africa
The 5G Expo Global
Mar 17th, 2021 — Mar 18th, 2021 The 5G Expo Global London, United Kingdom
IoT Tech Expo Global 2020
Mar 17th, 2021 — Mar 18th, 2021 IoT Tech Expo Global 2020 London, United Kingdom