Client Login 401(K) Login

Rob Morrison to Provide Insight about Client Experience and Business

Chief Strategy and Innovation Officer Rob Morrison with Savant Wealth Management will be a panelist for RIA Insights Panels: Live Webinar Series discussing how client experience can be a true differentiator in business. The virtual panel discussion is set for 4:00 p.m. EST on May 6.

Savant, a nationally recognized, fee-only wealth management firm that provides comprehensive financial advice to individuals, families, and businesses across the nation, serves as a trusted advisor and fiduciary, working in defense of its clients’ best interests by walking alongside them on the path to reach their financial goals.

On May 6, Morrison will participate in the live panel discussion, “Can Client Experience Be a True Differentiator?” The virtual event will bring together industry leaders to discuss client experience, how to overcome challenges of delivering great experience at scale, how changing client needs are shaping the future of client experience, and what it means for business.

“I’m honored to participate alongside some of the industry’s most forward-thinking leaders,” said Morrison. “Growing a business centered around an exemplary client experience is a passion of mine. I look forward to contributing to this timely discussion about how the client experience will further shape the RIA industry.”

Savant manages $10 billion in assets, employs more than 200 team members and serves 6,500 clients. For more information about Savant Wealth Management, visit savantwealth.com.

About Savant Wealth Management

Savant Wealth Management is a leading independent, nationally recognized, fee-only firm serving clients for over 30 years with more than $10.1 billion in assets under management and assets under advisement (as of 3/31/2021). As a trusted advisor, Savant Wealth Management offers investment management, financial planning, retirement plan and family office services to financially established individuals and institutions. Savant also offers corporate accounting, tax preparation, payroll and consulting through its affiliate, Savant Tax & Consulting.

Media Inquiries

Contact

©2021 Savant Capital, LLC dba Savant Wealth Management. All rights reserved.

Savant Wealth Management (“Savant”) is an SEC registered investment adviser headquartered in Rockford, Illinois. Past performance may not be indicative of future results. Different types of investments involve varying degrees of risk. Therefore, it should not be assumed that future performance of any specific investment or investment strategy, including the investments and/or investment strategies recommended and/or undertaken by Savant, or any non-investment related services, will be profitable, equal any historical performance levels, be suitable for your portfolio or individual situation, or prove successful. Please see our Important Disclosures.