209: The Client Experience Cheat Code

The Efficient Advisor: Tactical Business Advice for Financial Planners

It’s been said that Disney is “the happiest place on earth.” Why? Because of their killer customer experience! They know how to knock it out of the park when it comes to serving their clients! ⚾ And, based on their increasing ticket costs…it’s working!
As Advisors, our goal is to create a welcoming atmosphere so clients feel valued, known, and satisfied…just like Disney goers!
In this episode, The Efficient Advisor, Libby Greiwe, offers three ways to evaluate your client experience:

1. Happy, mid, and sad face
2. Five senses exercise
3. Fresh eyes experiment

Libby also gives practical hacks to streamline and enhance your client experience. She delves into how small touches, like freshly baked cookies and a hot cup of joe, make a lasting impact. These sensory details and personal touches help to build a business that becomes a magnet for referrals.
If you’re looking to be equipped with tools and strategies to create a seamless and memorable client journey that sets your practice apart, tune in now…and then sign up for the Systems to Scale Group Coaching Program that launches in August for a FULL systems and processes overhaul. Spots are limited, so register today!

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LINKS FROM THIS EPISODE:
Register for the Systems to Scale Group Coaching Program Here
Episodes mentioned:
#93: 7 Processes Every Advisory Business Needs
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Audience Connection
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Register for How to Prep for Full Financial Plan Updates in 10 Minutes (Without Sacrificing Quality!) - HERE!

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Successful businesses don’t get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook.
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Looking for all the resources from this episode? Check out this episode’s webpage for show notes, transcripts, downloads and more!

פרקים

1. 209: The Client Experience Cheat Code (00:00:00)

2. [Ad] Audience Connection (00:12:18)

3. (Cont.) 209: The Client Experience Cheat Code (00:13:06)