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
London Blockchain Conference
May 31st, 2023 — Jun 2nd, 2023 London Blockchain Conference London, United Kingdom
Blockchain Life 2023
Feb 27th, 2023 — Feb 28th, 2023 Blockchain Life 2023 Dubai, United Arab Emirates
Blockchain Fest 2023 Singapore Event
Feb 16th, 2023 — Feb 17th, 2023 Blockchain Fest 2023 Singapore Event Singapore
Innovations in Lending, Alternative Financing, Fintech & Private Credit Summit 2023
Dec 5th, 2023 — Dec 7th, 2023 Innovations in Lending, Alternative Financing, Fintech & Private Credit Summit 2023 Dana Point, California, United States
ABS Summit 2023
Dec 5th, 2023 — Dec 7th, 2023 ABS Summit 2023 Dana Point, California, United States
CLO Summit 2023
Dec 3rd, 2023 — Dec 5th, 2023 CLO Summit 2023 Dana Point, California, United States