Advisory Board Member Profile
Rob Ziliak, CFP®
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Buckingham Wealth Partners
Chief Experience Officer |
Areas of Expertise
Introduction to Customer Experience, CX a Strategy for Success, Your Customers, Their Journey, Customer-Focused Innovation, Customer Relationship Building, The CX Culture, Navigating Politics Of Change
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Rob serves as Chief Experience Officer for Buckingham Wealth Partners, leading the firm’s strategy to help every client feel as if they were the firm's only client, through a deeply personalized, holistic experience.
His pursuit is to continuously improve the breadth and depth of resources available to clients, while also making it as easy as possible for clients to engage with their advisory teams. |