The Five Drivers of an Engaging Experience

If your goal is to design and deliver an engaging experience that ensures your prospects and clients feel seen, heard and understood, read on......

Over many years - and much research – we’ve identified five drivers of an engaging experience. And we've created a quick assessment to help you identify any gaps and suggest the next best step.

We know that an engaging experience is:

  • RESPONSIVE to the immediate needs, concerns and aspirations of prospects and clients
  • ALIGNED to reflect what is most important within couples, families and your team
  • SCALED to support consistent and profitable delivery across the firm
  • LEVERAGED to capitalize on growth opportunities, and
  • MEASURED over time to ensure you are on the right track

So how do you stack up, and where are your gaps?

Take just 2 minutes to respond to five questions and you’ll automatically receive a report that will provide you with your Absolute Engagement Index score, along with scores for each of the five drivers. Absolute Engagement Index: Get Started

Related: The Real Problem With the Next Generation