- Why we need to set a higher bar than client satisfaction
- How to lay a solid foundation for a profitable and efficient client experience
- How to move beyond a solid foundation to drive deeper engagement
For over twenty years Ray Adamson has held senior leadership roles in the financial services industry. At companies like Kronos Technologies, Bluesun, Great West Life and the Covenant Group, he has worked to implement national practice management strategies, increase client acquisition and retention, and build out sales capabilities. As an advisor, consultant, practice management coach and speaker, he has helped management and advisors at the largest carriers and distributors in North America take their business to the next level.
As Chief Customer Officer at Kronos Technologies, Ray works with carriers, distributors and advisors—helping them leverage Kronos’ suite of industry specific web applications to manage and grow their businesses.