How Financial Advisors can Create an Unbeatable Client Experience

Often when I talk to advisors, one-on-one relationships and financial planning are where they are delivering the greatest value. The challenge is that many advisors are not aware of how to take this success and systematically build a winning client experience in their business.

I’m talking about a really personalized process that not only adds a ‘wow’ to the service you offer, but it makes your business more efficient and successful, even when you’re not in the office.

I recently sat down with Pawel Brzeminski, host of Growing Your Financial Advisory Practice Podcast, to share:

• Four factors that will make the biggest difference in client experience
• The simple change that helped one advisor grow his business by 33% in one year
• Where the biggest opportunities for advisors are right now

This podcast is an easy listen on the drive home, but if you’re like me, I encourage you to fast-forward to the parts that interest you or read Pawel’s takeaways here.



▶ Listen here

Here is a list of the highlights:

• Why wealth management is as important as healthcare (5:10)
• IPC’s Total Client Experience system and what it borrows from Disney (6:55)
• Four factors that will make the biggest difference in client experience (15:45)
• How financial advisors can improve the digital experience to stay relevant (19:45)
• The simple change that helped one advisor grow his business by 33% (28:15)
• Why commodified offerings like best returns or lowest fees are a bad idea (30:15)
• Where the biggest opportunities for advisors are right now (32:00)