How Sims Investment Management Enhances Client Relationships: Key Lessons for RIAs

Join Smart Kx for a 15-minute webinar featuring Cory Sims, the leader behind Sims Investment Management, where he will share how his firm excels in building and maintaining strong client relationships using methods such as personalized client communication and transparent fee structures. In just 15 minutes, you’ll learn how to take your client relationships to the next level.

Key Takeaways:

• Learn how Sims Investment Management uses email to foster personal connections with clients.
• Understand how Sims effectively communicates fee changes, enhancing transparency and trust.
• Discover how the firm retains clients and teams through collaboration.
• Gain insight into how to cultivate a firm culture that prioritizes client relationships and exceptional service.