How to Automate Your Client Journey


12:00 pm - 1:00 pm

How to Automate Your Client Journey Presented by Charesse Hagan

Presented by FPA of San Diego and FPA of Orange County

Automating your client experience doesn’t have to feel daunting. In this presentation, you will identify the most critical areas of your existing process and how to structure, implement, and monitor your client experience for ultimate quality assurance.
What you will learn:

  • Why technology is important when designing your client experience
  • How to automate your existing tech stack to streamline your toughest tasks
  • How to modernize your client experience now and forever

Charesse Hagan is an operations consultant who works exclusively with financial planners. Charesse proactively engages with each firm to analyze their current processes, create new systems, and implement them so they can seamlessly scale their business.

Her experience working with multiple firms across the United States has shown her the ins-and-outs of what makes a financial planning firm successful while drawing key knowledge from three core areas: the financial planning process, the client experience, and technology integrations.

Charesse has been invited and spoken at XYPN LIVE, FPA, and TD Ameritrade National LINC conferences and has been featured on various FPA Activate podcast episodes and TD Ameritrade publications.

There is no cost to attend. We anticipate that this presentation will qualify for 1.0 Hour CFP CE.