How Financial Advisors Can Design An Extraordinary Client Experience

A fantastic guest post on Kitces.com from Julie Littlechild. For those of you who follow my site, I have posted many articles from her site- she has a lot of great thoughts on client engagement. This article dives into the topic and provides a foundation that involves three clear actions: segmenting clients, creating a service matrix, and doing the math by analyzing capacity and profitability. In the article, a workbook is available for download to help you assess where you are today and set goals for each of the steps in this process.

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Post source : Nerd's Eye View

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