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

Date: June 26, 2024

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.

Presented By

Lacey Shrum
Lacey Shrum Founder, Smart Kx
Cory Sims
Cory Sims Founder, Sims Investment Management

Register Below

Information you provide when registering will be shared with the ACCOUNT OWNER and host and can be used and shared by them in accordance with their Terms and Privacy Policy.