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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.
About the Speaker
Matt Hames
Acru Strategy LLCMatt Hames, CTFA® is a strategic advisor to the National Christian Foundation and the founder of Acru Strategy, LLC. He is a 25-year veteran of the wealth management industry and holds the professional designation Certified Trust & Fiduciary Advisor (CTFA) indicating excellence in the areas of fiduciary responsibilities, trust activities, personal finance, insurance, estate planning, tax planning, and investment management. Working in industries including financial services, engineering, construction, public utilities, and nonprofits, Matt guides leaders as they design and pursue a clear vision for the future of their organization. He is passionate about designing strategies that integrate vision with an actionable path forward. Matt and his wife, Deana, have two teenage children and live in the Atlanta area.
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