As we discussed in the previous episode of the show, the technology we use in the wealth management industry has had a great influence on how financial advisors serve their clients. Yet one area that still needs a lot of work is the client experience that financial advisors offer.
As I mentioned in the preview video above, you can watch the entire episode of the podcast on YouTube as well. The video is embedded below for your convenience. Make sure you subscribe to the Truelytics YouTube channel!
Resources Related to this Episode: Client experience matters. Managing assets and providing solid financial advice is important too, of course, but in today's world your clients primary interaction with your firm is often on their phone or some other screen. Below are a few resources that highlight how individual advisors and firms can improve the quality of the client experience they offer:
Why Details Matter for Your Wealth Management or Insurance Business - Sometimes it's the little things that a prospect or client notices that make all the difference. The clean and modern aesthetic of your website or your office that says "This firm is a 21st century firm that I can trust with my future." Or maybe it's that you've made it easy to book a meeting on your website. Those details matter in creating a great client experience.