by Mandy | Jul 21, 2019 | Client Experience
This is part two of our installment on client service. Read part one here. So how does this apply to financial advisors? You likely read the descriptions of each brand above and realized: “I’m giving all my clients the Marriott experience!” They’re all getting a...
by Mandy | Jul 9, 2019 | Client Experience
YOUR TOP SHELF CLIENTS DESERVE MORE As financial advisors, we tend to treat all our clients the same. They come in periodically for meetings, we check in with them occasionally and we host a couple of events every year. Everyone gets this treatment, no matter how much...
