Sign up to save your podcasts
Or
Share How to use Robo Advisors and Silicon Valley thinking to deliver an extraordinary client experience with Eric Roberge, Alex Benke, and Lex Sokolin
Share to email
Share to Facebook
Share to X
Share to email
Share to Facebook
Share to X
Or
How to use Robo Advisors and Silicon Valley thinking to deliver an extraordinary client experience with Eric Roberge, Alex Benke, and Lex Sokolin
Providing great customer service is no longer good enough. Today’s consumers are grading you on the “client experience” you deliver and how your client experience makes them feel.
Customer service is just one aspect of the client experience and if you do not intentionally create a client experience that “wows” your clients, your business will quickly fall behind the national RIAs who are leading the way in creating national brands with consistent experiences.
I recently moderated a panel at the FPA of Massachusetts annual conference and while the topic was ostensibly about Robo Advisors, it was actually about how to use Silicon Valley thinking to deliver an extraordinary client experience.
This podcast is a recording of the session with Eric Roberge, Alex Benke, and Lex Sokolin that was moderated by me. By listening to this podcast, you’ll gain a deep understanding of Robo Advisors, the different ways to use them, and how advisors are using technology to enhance the client experience.
View all episodes
By Steve Sanduski
4.7
105105 ratings
Providing great customer service is no longer good enough. Today’s consumers are grading you on the “client experience” you deliver and how your client experience makes them feel.
Customer service is just one aspect of the client experience and if you do not intentionally create a client experience that “wows” your clients, your business will quickly fall behind the national RIAs who are leading the way in creating national brands with consistent experiences.
I recently moderated a panel at the FPA of Massachusetts annual conference and while the topic was ostensibly about Robo Advisors, it was actually about how to use Silicon Valley thinking to deliver an extraordinary client experience.
This podcast is a recording of the session with Eric Roberge, Alex Benke, and Lex Sokolin that was moderated by me. By listening to this podcast, you’ll gain a deep understanding of Robo Advisors, the different ways to use them, and how advisors are using technology to enhance the client experience.
More shows like Between Now and Success
View all
THE ED MYLETT SHOW
14,069 Listeners
The Diamond Podcast for Financial Advisors
99 Listeners
The Perfect RIA
454 Listeners
All-In with Chamath, Jason, Sacks & Friedberg
9,189 Listeners
Building The Billion Dollar Business
114 Listeners
Advisor Marketing Made Simple
19 Listeners