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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
Blockchain Fest 2021
Dec 2nd, 2021 — Dec 3rd, 2021 Blockchain Fest 2021 Lymassol, Cyprus
Consensus 2022
Jun 10th, 2022 — Jun 12th, 2022 Consensus 2022 Austin, Texas, United States
2022 Asia Vending & Smart Retail Expo
Feb 19th, 2022 — Feb 21st, 2022 2022 Asia Vending & Smart Retail Expo Guangzhou, People's Republic of China
SuperMoon Camp
Dec 6th, 2021 — Dec 12th, 2021 SuperMoon Camp Worldwide