April 05, 2022

022: Create a KILLER Client Experience that Turns Prospects into Clients and Clients into Referral-Generating Machines with Guests Ben & Jenna Laws

49 minutes

We talk ALL THE TIME about how crafting an amazing client experience is the crux of becoming a referral-based business. BUT THIS…. THIS BLEW MY MIND!

I like to pat myself on the back when it comes to curating an amazing, but easy-to-execute experience for my clients… BUT HOLY COW.

Today I interview Ben and Jenna Laws, the power advisor couple behind Evexia Wealth. I knew they were committed to client experience. I knew there were lots of similarities in how they approached client experience to how I do… so I knew this would be an amazing interview full of synergy…

BUT THIS WAS NEXT LEVEL STUFF --- It was like ordering a 4-pack of nuggets and getting a 20-pack for the same price --- Nuggets galore.

In this episode Ben and Jenna share their CRAZY, OVER-THE-TOP, AMAZING client experience. We also get into:

1️⃣ How creating core values for your business creates the basis for your client experience

2️⃣ How client experience starts with how your team treats each other

3️⃣ What they do to set the stage for a prospect – enter mind blowing experience

4️⃣ How you scale your client experience over time as you add capacity (don’t worry Year 3 Advisor – I got you!!!!)

5️⃣ How to set up your space to amplify your experience

6️⃣ Ben’s favorite book about creating an experience in your business

I know you are going to love this episode. I actually recorded it as a video back in 2019 and people went bananas over it. In fact, I still have Advisors reference it when we chat. It’s that good.

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Links from this episode:

The Experience Economy - Ben's favorite book about client experience

Rocketfuel - Both the Laws and Libby mentioned this book as a game changer for teaming

Successful businesses don’t get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook.

Check out more FREE resources and our FREE video library at http://www.theefficientadvisor.com

Looking for all the resources from this episode? Check out this episode’s webpage for show notes, transcripts, downloads and more!

Learn more about Asset-Map financial planning software HERE!

Learn more about our sponsor Beemo Automation HERE!

Learn more about the Group Coaching & Mastermind HERE!

Check out the Efficient Advisor YouTube Channel HERE!

Connect with Libby on LinkedIn HERE!

Successful businesses don’t get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook.

Check out more FREE resources and our FREE video library at http://www.theefficientadvisor.com

Looking for all the resources from this episode? Check out this episode’s webpage for show notes, transcripts, downloads and more!

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By Libby Greiwe

4.9

105105 ratings