Annual Pre-Conference Recap – Going All In on the Client Experience: Using Client Journey Mapping to Deliver a Better Client Experience and Drive Revenues on a Small Budget

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This year’s LMA Annual Conference theme was “Stretch Beyond, Together.” The Solo/Small Team SIG presented a pre-conference program that certainly fit the theme. Firms of all sizes participated in this full-day program, facilitated by Yolanda Cartusciello, partner at PP&C Consulting. My co-chair, Misty Borg Misterek, and I were thrilled to work with Yolanda as she created a fast-moving session which incorporated...

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