Enhance Your Client Experience
Presented by Brian Leitner, CFP®, MST
📅 Wednesday, November 12, 2025
🕰️ 11:30 AM – 1:15 PM (Lunch Provided)
📍 Orinda Country Club
315 Camino Sobrante, Orinda, CA 94563
About the Program
In today’s competitive wealth management landscape, where firms often offer similar products, services, and pricing, the client experience has emerged as a powerful and underutilized differentiator. Yet many advisors fail to prioritize it—missing a major opportunity to deepen relationships, build trust, and create meaningful organic growth.
In this engaging seminar, Brian Leitner, CFP®, MST, shares tactical, actionable steps financial professionals can take to stand out by delivering a memorable client experience at every stage of the relationship. From onboarding and communication to personalization and engagement, learn what truly matters to clients—and how to turn satisfied clients into passionate advocates.
Whether you lead a team or manage your own book, this session will inspire fresh thinking and leave you with strategies you can implement immediately.
What You’ll Learn
✅ How to enhance the client experience with simple but impactful changes
✅ Ways to turn existing clients into referral-generating advocates
✅ How to use the data you already have to create more meaningful connections
About the Speaker
Brian Leitner, CFP®, MST
Brian is a Partner and Head of Practice Management at Mariner Wealth Advisors, where he helps advisory teams across the country grow their practices and better serve their clients. With decades of experience in wealth management and financial leadership, he brings both strategic and practical insights into how client-focused planning can drive long-term success.
Read Brian's Full Bio →
Pricing:
FPA Member Early Bird (through 11/10): $49
(Enter Promo Code: EARLY before 11/10/25 for $10 discount)
FPA Member Regular (11/11/25-11/12/25): $59
Guest/Non-Member: $98
👉 Reserve your spot below!