Clients looking for a new advisor or firm are faced with an overwhelming set of options. One way to set your practice apart is by giving a lot of thought to developing an intentional client experience.
Our guest today is Angie Herbers, Managing Partner of Herbers and Company. Angie handles strategy management and innovation for independent advisory firms who desire to grow.
For full show notes and links mentioned in this episode, visit http://bmogam.com/betterconversations.
Deliver WOW client reviews
10 Women and wealth
Stop providing only investment advice
9 Guiding the social and environmentally conscious investor
Stop hoarding unprofitable clients
8 Custom target date funds: is the juice worth the squeeze?
Focus on quality clients
7 Fixed income: the way forward
6 Family conversations that should not be avoided
Start living your dream
5 Creating a client's retirement game plan
4 Telling your story: components to creating a compelling message
Building an effective practice featuring Steve Moore
3 Alternative investments: exploring the opportunities
2 Living to 100: helping make your clients' retirement years truly golden
1 Investor archetypes: tailoring your communication to match your clients' personality
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