Exceptional Client Experience - Creating the Ideal Financial Advisory Firm Office

This program will highlight trends and best practices in professional office design that you can incorporate into your existing or new office space. The focus will include a discussion of optimal design of and furnishing for client, employee, and team spaces. For discussion, a case study of an award winning financial planning office in Columbia South Carolina will be shared.

Key takeaways will include:

1. Understanding of current trends and best practices in office design

2. Know the key issues to address in programming a financial planning office

3. Understand the key principals for hiring a design professional