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The advisory industry is currently challenged by fee compression and commoditization. We can create an intentional client experience that engages the hearts of our clients by collaborating with them on why, how, and where they give to the ministries and causes they care about. This session introduces a practical framework for experience design, exploring biblical generosity to spark deeper conversations that can transform the relationship you have with your clients.
Matt Hames serves as chief strategy and marketing officer (CSMO) for National Christian Foundation. He leads the envisioning, design, and enterprise-wide execution of an integrated go-to-market strategy, including experience design and product management functions. He is also a graduate of the Cannon Trust School and holds the professional designation Certified Trust & Financial Advisor (CTFA) in the areas of fiduciary responsibilities, trust activities, personal finance, insurance, estate planning, tax planning, and investment management. Matt and his wife, Deana, have two teenage children and live in the Atlanta area.