Providing quality service is a great opportunity to differentiate your firm, retain business, and stimulate referrals to fuel your practice’s growth. In fact, 84% of companies that work to improve their customer experience report an increase in their revenue.*Join host Dave Alison, CFP®, EA, BPC, founding partner and president at C2P and Alison Wealth Management, and special guests to learn the art and impact of delivering exceptional customer service in the financial advisory industry. Dave chats with , Founder and President of California Retirement Advisors, Chris Cordoba, CFP™, RFC®, CFS, as well as David Roth, CFP®, EA, BPC, Tax and Wealth Advisor at Alison Wealth Management share valuable insights on how to go above and beyond for your clients, seize opportunities to connect, and practical strategies and resources to aid in your efforts.

Resources:

·      The Service Economy book

·      The Wow Factor book

·      Raving Fans book

·      How To Win Friends And Influence People book

·      Absolute Engagement Engine Client Analysis Tool

·      Catchlight: Prospecting & Marketing Growth for Advisors

·      BombBomb | Async Video Messaging Platform for Business

·      Cardly: Send Personalised Cards Online | Card Delivery