Why are many Americans reluctant to see a financial advisor? Oftentimes, it is because of an unpleasant client experience.

But how can advisors transform an unpleasant client experience into a memorable one?

Find out in this episode as Jack Martin uncovers the biggest reasons why clients dread meeting their advisors and most importantly, how to turn this around.

Jack discusses:

  • The importance of customer experience in financial services (and some eye-opening statistics!)
  • How to make your client experience more personalized and relevant
  • Powerful talking points for every client meeting
  • The role of CRM systems in delivering exceptional customer experiences
  • And more!


Connect with Jack Martin: