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
TEAMZ Blockchain Summit
Sep 28th, 2020 — Sep 28th, 2020 TEAMZ Blockchain Summit Tokyo, Japan
Global Crypto Awards
Dec 20th, 2020 — Dec 20th, 2020 Global Crypto Awards Worldwide
CLO Summit 2020
Dec 6th, 2020 — Dec 8th, 2020 CLO Summit 2020 Dana Point, California, United States
Marketplace Lending & Alternative Financing Summit 2020
Dec 6th, 2020 — Dec 8th, 2020 Marketplace Lending & Alternative Financing Summit 2020 Dana Point, California, United States