Podcast: Play in new window | Download

Subscribe: RSS

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!

Resources:

• 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:

• LinkedIn: Jack Martin 
• InsurMark
• Contact Form