
The Efficient Advisor: Tactical Business Advice for Financial Planners 022: Create a KILLER Client Experience that Turns Prospects into Clients and Clients into Referral-Generating Machines with Guests Ben & Jenna Laws
Apr 5, 2022
Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16
Introduction
00:00 • 5min
The Importance of Qualitative Characteristics
04:39 • 4min
The Importance of System and Process in a Live Event
08:46 • 4min
The Importance of Being a Professional Advisor
12:46 • 2min
The Importance of a Front Stage Manager
15:11 • 2min
How to Be the Hero to the Next Person
17:37 • 3min
How to Win Friends and Influence Others
20:45 • 2min
The Importance of Having a Client Journey Process
22:24 • 4min
Trello: The World's Best Integrator
26:00 • 2min
The Importance of Intentionality in Client Experience
28:03 • 2min
The Client Experience Model and the Client Service Model
30:02 • 3min
How to Improve Your Client Experience as a Company
32:55 • 3min
The Importance of Professionalism in Restaurants
36:15 • 2min
The Importance of Having a Great Experience
38:45 • 2min
Building a Relationship With Your Clients
40:49 • 4min
The Importance of Intentionality in Client Experience
44:55 • 5min
