August 25, 2021

Episode 47 – Create a Tactical Plan to Deliver Personal Client Experiences – with Joseph Michelli

16 minutes

Joseph A. Michelli, Ph.D., C.S.P., is an internationally sought-after speaker, author, and organizational consultant who transfers his knowledge of exceptional business practices in ways that develop joyful and productive workplaces with a focus on customer experience. His latest book is Stronger Through Adversity: World-Class Leaders Share Pandemic-Tested Lessons on Thriving During the Toughest Challenges. Joseph’s other titles include The New Gold Standard: 5 Leadership Principles for Creating a Legendary Customer Experience Courtesy of The Ritz-Carlton Hotel Company and The Airbnb Way: 5 Leadership Lessons for Igniting Growth through Loyalty, Community, and Belonging.

In this episode of Power Your Advice, Doug Heikkinen and Stewart talk about the importance of excellent client service and some tips and tricks

Why advisors should make client service an important part of their practices

Suggestions for how to examine your book of business and deliver a tactical plan for how to deliver personal experiences to them

How advisors can measure the experiences they deliver to their clients

How the client journey has changed and what milestones advisors should keep in mind

What Joseph learned from interviewing 140 leaders for his latest book, Stronger Through Adversity: World Class Leaders Share Pandemic-Tested Lessons on Thriving During the Toughest Challenges.

Resources: The Michelli Experience

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