The Client Experience Cheat Code

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.

Related: How to 'Hit It Small': My Favorite Concept to Reduce Stress & Overwhelm