IDEAL Plans Ideal Advisors

Ep. 28 Co-Creating the Client Experience to Enhance Loyalty and Advocacy

September 20, 2020 Richard E. Boone Season 1 Episode 28
IDEAL Plans Ideal Advisors
Ep. 28 Co-Creating the Client Experience to Enhance Loyalty and Advocacy
Show Notes

Clients are the most valuable asset of any business.  Many of the best run companies work tirelessly to improve their client experience since that is one of the best ways to compete in the marketplace.  Potential investment clients have plenty of options.  For the vast majority of clients, they can pretty much get whatever they need from just about anybody in the industry.  So why should they pick you?  

When everybody is selling the same things, you have to do something special to stand out. 
On top of that, we face fee compression and an ever evolving threat from robo-advisors.  So what are you doing to ensure your clients are loyal advocates while encouraging new clients to engage?  

In this episode we'll explore how you can co-create your client experience with the people who matter most - your clients.  We will discuss how you can identify some of the key themes that will drive new levels of loyalty and advocacy.  Ultimately, you can learn from your clients exactly how to deliver what they truly want from you.