Keynote

Joey Coleman is the new rock star of CX. He presents the most compelling case ever for why CX matters most to every business and presents in such a way that you cannot help but want to take the CX journey with him!

The presentation was very upbeat and positive. It gave us a positive outlook on what we could achieve if we put in the effort to keep and gain clients. I loved the personal touch and the personal stories that were included to get the point across.

Joey presented an informative and energetic presentation. He will have you laughing and then shaking your head in awe at the interesting statistics he shares. Most importantly, he leaves you inspired and wanting to make a positive change in your organization.

This was a great way to introduce the team, begin to build relationships, and learn something!

Not only was the information great, but the speaker was easy to follow and kept my attention!

He started with a personal story and brought everyone in emotionally, owned the stage and showed his mastery for presenting.

Joey Coleman delivered an energetic and fun message about creating a client experience within the first 100 days of a new relationship. His message was very insightful and revealed areas of needed improvements in how I reinforce and secure the relationships I have with my clients.

Joey was a phenomenal presenter. He articulated the client’s view of a financial advisory relationship, which too often advisors forget the importance of. He was worth every minute that we listened to him and brought forth many ingenious ideas that we will be able to implement in our own firm.