Creating an Unforgettable Client Experience (Ep. 53)
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.
- 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!
- Creating Superfans: Here’s How to Turn Your Customers Into Lifelong Advocates with Brittany Hodak (Ep. 47)
- “Creating Superfans: How To Turn Your Customers Into Lifelong Advocates” by Brittany Hodak
- LinkedIn: Brittany Hodak
- Winning at the Intersection of Annuities and Wealth Management
Connect with Jack Martin: