Networking Breakfast: The Client Experience Blueprint

In professional services, technical expertise is only part of the equation. Clients rarely remember the spreadsheets, contracts, or tax returns - but they do remember how you made them feel. A seamless, thoughtful client experience can be the difference between a one-off transaction and a long-term, trusted relationship.

At this breakfast, we’ll unpack what it takes to design an exceptional client journey, from the very first contact through to ongoing engagement. You’ll discover practical strategies to:

• Map the critical touchpoints in your client experience
• Create memorable moments that differentiate your service
• Build consistency in your interactions without adding more admin
• Strengthen loyalty and increase the likelihood of referrals

Join us for an engaging discussion, new connections, and practical tools you can apply immediately to your own practice.

• Gain actionable strategies you can apply immediately in your practice
• Build connections with other senior professionals who value trust and credibility
• Be part of an exclusive network designed for long-term growth

• Small group size: our curated guest list encourages meaningful conversations, not crowded networking
• Non-sales environment: no pitches, just real connections and shared expertise
• Exclusive audience: senior professionals and decision-makers in law, finance, and accounting

This is not another transactional networking event. The Professional Advisory Exchange is where insight, expertise, and opportunity meet.

Who Should Attend?

• Senior professionals in law, accounting, finance and consulting & related fields
• Practice managers and advisors at boutique firms

What’s Included

• Expert industry insights
• Opportunity to share your experience with your peers
• Hot Buffet Breakfast
• Post-event resource pack

Expand your professional network, meet industry experts, and share your knowledge and experiences while enjoying the company of like-minded individuals.

Speakers:

Kate is Founder of Milvanta, a Fractional Marketing agency specialising in serving Professional Services.

​With a Bachelor of Business (Marketing) and over 20 years of corporate experience, Kate worked with hundreds of SMEs across legal, financial, health, retail and lifestyle sectors, guiding them through brand overhauls, digital transformations, and strategic marketing pivots. She now focuses specifically on professional services marketing, including a recent role at the globally renowned law firm King & Wood Mallesons. This experience has given her a deep understanding of the professional services landscape, including regulatory requirements, client expectations, and competitive dynamics, making her an invaluable partner for firms seeking to elevate their market presence.

Host or Publisher Professional Advisory Exchange