The 6th Sense - A Client Experience

By the time a client sits down in your reception area, the marketing, referrals and prospecting that brought them there have done their work. What happens from that moment on decides whether they stay, whether they speak about you, and whether they send others your way.

This webinar is not about the first meeting, the advice process, product, performance or planning. It is about something most financial planning businesses leave to chance: the experience a client has when they visit your office, and to a degree when you meet them elsewhere. It considers what clients see, hear and even smell when they arrive, and then turns to the element that shapes everything else, which is the people who receive them.

Differentiating your business through experience takes far less than most leaders imagine, and what clients value is often quite different from what the business assumes they value. Drawing on lessons…