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When you WOW your clients with an unforgettable experience, they tell their friends and family about it.
In other words, improving your client experience is a great way to boost referrals!
In this episode, Jon Kuttin speaks with returning guest Jon Randall, CMC™, chief coaching officer at Dynamic Directions. Together, they outline the different client touch-points you can apply to your practice when creating a referrable experience.
Jon Randall discusses:
- Why every advisor should focus on their client experience
- The ideal frequency to contact your clients (and what to discuss in every session)
- How to segment your book of business to attract more of your top clients
- What to do if you “just can’t find the time” to focus on your client experience
- And more!
Related: Want To Find the Right Advisor? Ask These Questions Before Hiring