Client experience has emerged as a significant opportunity for advice businesses to differentiate themselves in a market that has been notoriously resistant to differentiation.

 

In this training module, we're going to dive into the nuts and bolts of how to map out your client experience.

 

We'll do a stocktake of all of the client touchpoints available to you and I'll share a number that we have designed and templated over the years.

 

However, the prime output of this will be your ability to map out on a single page the year 1, year 2 and beyond experiences, you aim to deliver to your clients and begin the path to automating, systemizing and delegating the management of this.

 

If you, like so many advice businesses in the industry right now, see client experience as a major opportunity this will provide you with a great foundation to design a 5-star experience.

 

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