The "Wow" Experience: How To Replicate Your Best Clients

When you WOW your clients with an unforgettable experience, they tell their friends and family about it.

In other words, improving your client experience is a great way to boost referrals!

In this episode, Jon Kuttin speaks with returning guest Jon Randall, CMC™, chief coaching officer at Dynamic Directions. Together, they outline the different client touch-points you can apply to your practice when creating a referrable experience.

Jon Randall discusses:

  • Why every advisor should focus on their client experience
  • The ideal frequency to contact your clients (and what to discuss in every session)
  • How to segment your book of business to attract more of your top clients
  • What to do if you “just can’t find the time” to focus on your client experience
  • And more!

Related: Want To Find the Right Advisor? Ask These Questions Before Hiring