Breakthrough Advisor

Creating an Unforgettable Client Experience (Ep. 53)

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Why are many Americans reluctant to see a financial advisor? Oftentimes, it is because of an unpleasant client experience.

But how can advisors transform an unpleasant client experience into a memorable one?

Find out in this episode as Jack Martin uncovers the biggest reasons why clients dread meeting their advisors and most importantly, how to turn this around.

Jack discusses:

  • The importance of customer experience in financial services (and some eye-opening statistics!)
  • How to make your client experience more personalized and relevant
  • Powerful talking points for every client meeting
  • The role of CRM systems in delivering exceptional customer experiences
  • And more!

    • Resources:

    • Creating Superfans: Here’s How to Turn Your Customers Into Lifelong Advocates with Brittany Hodak (Ep. 47)
    • “Creating Superfans: How To Turn Your Customers Into Lifelong Advocates” by Brittany Hodak
    • LinkedIn: Brittany Hodak
    • Winning at the Intersection of Annuities and Wealth Management

      • Connect with Jack Martin:

      • LinkedIn: Jack Martin 
      • InsurMark
      • Contact Form

        • ...more
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