As a financial advisor, you want to provide your clients with an outstanding customer experience right? Well, I hate to be the bearer of bad news, but many advisors are falling short on delivering this goal.
Yes, you’re probably following the advisor rulebook when it comes to providing good customer service: proactive in communication, decent digital experience, and so on. However, if you don’t really listen and speak to the needs of the populations your serve, your clients won’t feel understood and supported.
Investors don’t care about being wealthy, they care about leading wealthy lives. The wealth management client experience needs to shift from packaging itself around its products to communicating and engaging with the lifestyle goals of its investors.
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