This is a podcast ready made for financial experts, advisers, acccountants, mortgage brokers and anyone who helps people by putting to work what’s in their heads to help other people improve their financial situation.
I’ll share the best Masterclass interviews, practical tips and other stuff from my experiences coaching and from within my The Leveraged Advice Firm program to help you improve all aspects of your business.
All content for THE FINNOVATOR is the property of audere and is served directly from their servers
with no modification, redirects, or rehosting. The podcast is not affiliated with or endorsed by Podjoint in any way.
This is a podcast ready made for financial experts, advisers, acccountants, mortgage brokers and anyone who helps people by putting to work what’s in their heads to help other people improve their financial situation.
I’ll share the best Masterclass interviews, practical tips and other stuff from my experiences coaching and from within my The Leveraged Advice Firm program to help you improve all aspects of your business.
Client experience has emerged as a significant opportunity for advice businesses to differentiate themselves in a market that has been notoriously resistant to differentiation.
In this training module, we're going to dive into the nuts and bolts of how to map out your client experience.
We'll do a stocktake of all of the client touchpoints available to you and I'll share a number that we have designed and templated over the years.
However, the prime output of this will be your ability to map out on a single page the year 1, year 2 and beyond experiences, you aim to deliver to your clients and begin the path to automating, systemizing and delegating the management of this.
If you, like so many advice businesses in the industry right now, see client experience as a major opportunity this will provide you with a great foundation to design a 5-star experience.
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Listen to The Finnovator Podcast on
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THE FINNOVATOR
This is a podcast ready made for financial experts, advisers, acccountants, mortgage brokers and anyone who helps people by putting to work what’s in their heads to help other people improve their financial situation.
I’ll share the best Masterclass interviews, practical tips and other stuff from my experiences coaching and from within my The Leveraged Advice Firm program to help you improve all aspects of your business.
