Is your client experience helping you grow—or driving business away?

Tammy Breitenbach, Executive Business Coach, joins Ana Trujillo Limón, Director, Editorial, to explore how advisors can design standout client experiences that foster loyalty and growth. 

By combining human interaction, strategic service models, and technology, Tammy reveals how firms could transform relationships and drive profitability in a digital-first world.

Drawing from her client strategy and business growth expertise, Tammy also shares actionable steps for creating exceptional experiences that keep clients thriving and engaged.

Tammy discusses:

• How consistent service models and strategic client segmentation could define and elevate client experience excellence, ensuring maximum impact
• The value of leveraging advisory councils to gather client feedback, uncover blind spots, and focus on what matters most to clients
• Ways to optimize time and efficiency by delegating routine tasks and using AI-driven tools for personalized communications and seamless meeting follow-ups
• The role of transparency in building trust, including how addressing mistakes honestly strengthens client relationships and loyalty
• Strategies for implementing meaningful changes, such as focusing on one or two key improvements annually for sustainable growth
• How technology and human interaction can create a standout client experience in a digital-first world
• And much more!

Resources:

• Zocks
• Morningstar
• Ep. 194: Tammy Breitenbach: Helping Advisors Transition Their Business

Connect with Ana Trujillo Limón: 

• LinkedIn: Ana Trujillo Limón
• Carson Group LLC

Connect with Tammy Breitenbach:

• LinkedIn: Tammy Breitenbach, ACC, MBA
• Carson Group LLC

About Our Guest: 

Tammy Breitenbach, ACC, MBA, is an Executive Business Coach at Carson Coaching. Tammy finds a business’ unique ecosystem by understanding the history, the team, and what makes each practice tick. She can advise how to implement improvements or processes in a way that will work effectively for them. Tammy is passionate about helping advisors draw absolute satisfaction from their practices – that includes running a business that functions well to support their more significant wants and purpose in life. Before joining Carson Group in 2018, Tammy spent 10 years of private consulting as the Principal Consultant of Catalyst Partners, a company she founded in 2008. At Catalyst, Tammy specialized in providing hands-on business counsel and leadership advice exclusively to owners of Independent RIAs and their key staff to help them grow stronger, more profitable businesses.

Send us your questions; we’d love to hear from you! Email us at [email protected].