If you sent a survey out to your clients, what would they have to say about their experience with you? Would they rave about your business model, or comment on how regularly they bring you up to their family and friends? Or would they note that you're office seemed cold, or they felt like you were working towards different goals than they were?
In the financial world, we know that referrals are your bread and butter. Which means that client experience is pivotal because the people in your office today are making sure there are people there tomorrow. Joining Matt today is Julie Littlechild, speaker, writer, and founder of Absolute Engagement.
As an expert on client experience, Julia and Matt discuss what it takes to make your client experience extrodinary. With an 11 step program, Julia has made it simple for advisors, or anyone who has a referral based business, to create happy and lasting client relationships.
LINKS: Julie Littlechild LinkedIn | Client Engagement
Episode 227: Advisors Need to Market Themselves Better — With Kurt Ohlson
Episode 226: The New Reality for Financial Advisors –– With Doug Heikkinen
Special Episode: Going on The Offensive — With Coach Joe Lukacs
Episode 225: Embrace AI and Prosper— With DJ Sebastian
Special COVID-19 Episode: It’s Time To Step Up Your Game — With Joe Lukacs
Episode 224: How to Create Lasting Brand Awareness — With Rebecca Hourihan
10 Mins with TAM - COVID -19 - Remote Work Options
Episode 223: Are You Scaling Your Credibility?
Episode 222: How to Master Tough Conversations With Clients — With David Wood
Episode 221: Build a Million-Dollar Mindset and the Practice Will Follow — With Stephanie Bogan
Episode 220: Dare to Reinvent Yourself and Help Clients Do the Same — With Bobby Henebry
Episode 219: How to Win Over Prospects With Email Campaigns — With Emily McGuire
Episode 218: How to Stay on the Forefront of Marketing in the 401(K) Space — With Aaron Pottichen
Episode 217 - Build a Bridge Between Means and Meaning for Your Clients — With Mitch Anthony
Episode 216 - 8 Content Marketing Trends for 2020
Special Series Part 3: Your Preview of the Retirement & Longevity Summit — With Ross Marino
Special Series Part 2: Surprising Features That Make or Break Industry Conferences — With Ross Marino
Special Series Part 1: How to Move Beyond Numbers-Based Conversations — With Ross Marino
Episode 215 - Why Your Online Reputation Matters — With Sameer Somal
Episode 214 - How to Rank Higher in Google’s Search Results — With Samantha Russell
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