Enterprising Investor
Practical analysis for investment professionals
mag-glass

client experience


24 January 2018
2018 Outlook for US Wealth Management: “The Year of the Client”
By Lauren Foster and April J. Rudin

April Rudin, founder and president of The Rudin Group, spoke about the disconnect between clients and firms; the "new" client experience; and why she believes 2018 will be the “Year of the Client," in an interview with Lauren Foster.