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    • December 20, 2022

    Wipfli's Robert Zondag on creating a client journey map in your advisory practice

    Suleman Din
    Suleman Din AdvisorEngine Advisor Intelligence Lead

    Wipfli's senior manager Robert Zondag is passionate about bringing clarity to clients in the face of complex business issues and regulatory matters.

    I had the opportunity to catch up with Zondag at this year's MarketCounsel event in Las Vegas. We discussed the importance of the client journey map and how to best use it within your advisory practice. 

    "Of all the things we talk about – how someone comes to experience your firm, how someone builds a relationship, how someone continues to invest with your firm – a client journey map is an important tool."

    Click on the video below to watch the full interview.

    This blog is sponsored by AdvisorEngine Inc. The information, data and opinions in this commentary are as of the publication date, unless otherwise noted, and subject to change. This material is provided for informational purposes only and should not be considered a recommendation to use AdvisorEngine or deemed to be a specific offer to sell or provide, or a specific invitation to apply for, any financial product, instrument or service that may be mentioned. Information does not constitute a recommendation of any investment strategy, is not intended as investment advice and does not take into account all the circumstances of each investor. Opinions and forecasts discussed are those of the author, do not necessarily reflect the views of AdvisorEngine and are subject to change without notice. AdvisorEngine makes no representations as to the accuracy, completeness and validity of any statements made and will not be liable for any errors, omissions or representations. As a technology company, AdvisorEngine provides access to award-winning tools and will be compensated for providing such access. AdvisorEngine does not provide broker-dealer, custodian, investment advice or related investment services.