Trending
Recorded by: InsurMark
As an advisor, client experience is a crucial piece of your practice.
But what does it mean to deliver a great client experience and how do we evolve client experience going forward?
Explore this and more in today’s episode with Absolute Engagement’s CEO and founder, Julie Littlechild. Julie explains how she helps advisors craft a plan according to their needs to enhance client input, communication, and the overall client experience.
In this episode, you will learn:
- Why advisors need to make sure clients are communicating their needs and expectations
- Julie’s advice for enhancing the advisor-client relationship
- How often an advisor should be interacting with clients
- How client needs have changed over time
- And more!
Listen in and learn how you as an advisor can use Absolute Engagement as a resource to discover the needs and expectations of your clients!
Related: Key Tax Considerations for Americans Working Abroad