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Free cpe webinars
Enhancing the Client Experience

ENHANCING THE CLIENT EXPERIENCE

Cost Free
Presentation Length 1.0 hour

Recorded DateJanuary 31, 2023
CPE:Not available
(archived webinars do not offer CPE credits)
Course LevelBasic
Course Description

The industry has experienced many disruptions and changes in the last few years. Some of those changes have entirely shifted the way we spend our time every day. Given the evolving landscape, do you find yourself struggling to keep up with what’s expected by clients while also anticipating their needs and differentiating your practice?

In this session, Brian Leitner, Managing Director of Wealth Solutions at Mariner Wealth Advisors, gives his perspective on how the industry will continue to evolve. Brian will provide insights and tips on how CPAs can position themselves to capitalize on future opportunities as well as provide an overview of the Mariner Wealth Advisors CPA Alliance Program and how Mariner Wealth Advisors partners with CPAs across the country.

Learning Objectives:


  • Identify which Key Performance Indicators (KPIs) CPAs may want to focus on to enhance their practice

  • Recognize actionable advice such as how to engage the non-financial spouse, re-evaluate how to engage with clients, and how to leverage data

  • Describe how Mariner Wealth Advisors partners with CPAs to offer comprehensive wealth management services to their clients

  • Give examples of how CPAs can grow and scale their practice, stay competitive, build stronger client relationships, and create recurring revenue

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PLEASE NOTE: ARCHIVED WEBINARS DO NOT QUALIFY FOR CPE
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Brian Leitner

Mariner Wealth Advisors
Managing Director, Wealth Solutions
[email protected]

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Brian is responsible for a variety of strategic growth initiatives for both Mariner Wealth Advisors and Mariner Platform Solutions. In addition, Brian works closely with teams across the country to raise awareness of the firm’s resources, capabilities and strategic initiatives. Brian is a frequent speaker for a variety of industry events. Brian is also host to many of the firm’s video series, including Your Questions, Answered.

Prior to joining Mariner Wealth Advisors in 2010, Brian was a director at UBS Financial, where he worked with ultra-high-net-worth clients and oversaw planning for the $2MM-$10MM market. While in that role, he advised the firm’s wealthiest clients on heavily concentrated equity positions, philanthropic planning and wealth transfer strategies. Before joining UBS, Brian was a consultant in the Financial Planning and Tax Services department of Ernst & Young, LLP, where he provided investment and tax strategies to individual and corporate clients.

Brian has a bachelor’s degree in economics from the State University of New York College at Oneonta and a master’s degree in taxation from Fairleigh Dickinson University.

About Our Presenter

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Mariner Wealth Advisors, a privately held national advisory firm, offers clients 360° advice designed to last. Our in-house teams, including estate planning, trust services, insurance, retirement solutions, and investment management, collaborate with our wealth advisors to create coordinated wealth management plans for clients. We limit the number of clients per advisor to provide clients with a personalized experience. Our mission is to put our client’s interests first in everything we do