Join GRF at the annual ITA Fall Collaborative in Palm Springs, CA.

Featured Presentations

How to Develop a Comprehensive Client Engagement Program

November 4, 2024 | 1:15 – 2:30 PM | Featuring Heather Broberg

You spend major coin on attracting and acquiring clients. But once they’re established on your roster, how do you keep them growing and thriving with your firm? This panel session is dedicated to inspiring you to develop your own client engagement tools. You’ll hear from multiple perspectives about cultivating the client engagement role, the structure of a client engagement program, pricing influences and more.

Transforming your Client Outcomes with Generative AI 

November 5, 2024 | 10:45 – 11:45 AM | Featuring Heather Broberg

Step into the future of client service with our insightful panel discussion on leveraging generative AI to drive exceptional client outcomes. This session brings together leading AI vendors who are at the forefront of technological innovation, offering you a unique opportunity to explore the transformative impact of generative AI through their expertise and solutions.