Leveraging feedback to evolve the client experience

In this week’s Becoming Referable podcast episode, we focus on the need to evolve the client experience. New research reveals that advisors recognize this need but many do not have a clear plan to address it.

We start by breaking down the client experience and understanding exactly what needs to evolve. From there we discuss how client needs and attitudes have changed and how we can expand our digital offerings to incorporate more personalized communication. We also share ways you can create a process to receive ongoing input from your clients and how this evolution of your communication plan can be leveraged increase referrals.

It is a great discussion that will help you enhance the client experience and stay relevant.

Click here to listen and please provide your feedback on what you hear!

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