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 33 - Death By Referrals (Part 1/3)
Episode 32 - How To Leverage Impact Investing In Your Practice with Sonya Dreizler
Episode 31 - The Demise of Prospecting
Episode 30 - Why Women Leave Their Financial Advisors
Episode 29 - 5 Questions Advisors Ask About Connecting with HNW Prospects (w John Frankot)
Episode 28 - Why Advisors Should Care About Behavioral Finance
Episode 27 - The #1 Selling Mistake Keeping Advisors From Earning Serious Money w Jimmy Lyons & Jeff Tompkins
Episode 26- 5 Excuses That Kill Your Marketing Success
Episode 25 - The Mental Side of Marketing
Episode 24 - How to Leverage Talent in Your Practice
Episode 23 - How to Start Your Own Financial Podcast
Episode 22 - John Anderson's "4 Ways to Create Positive Client Experiences (and get more referrals)"
Episode 21 - Kirk Lowe's 10 Favorite Marketing Tools
Episode 20 - "5 Communication Faux Pas, Missteps and Mistakes" by Renee Walker, Marketing Strategist
Episode 19 - Get to Know Doug Heikkinen at IRIS.xyz
Episode 18 - 5 Clues Your Marketing May Fail (with John Anderson of SEI, Practically Speaking Blog)
Episode 17 - Top 9 Advisor Marketing Insights from SEI Conference 2017
Episode 16 - 270 Days to a Better Practice; Better Clients, More Fun, More Time and More Money
Episode 15 - Get to Know Susan Bradley & Sudden Money Institute
Episode 14 - How 4 Frogs and 1 Elephant Can Help You Attract Ideal Prospects
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