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209: The Client Experience Cheat Code
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It’s been said that Disney is “the happiest place on earth.” Why? Because of their killer customer experience! They know how to knock it out of the park when it comes to serving their clients! ⚾ And, based on their increasing ticket costs…it’s working!
As Advisors, our goal is to create a welcoming atmosphere so clients feel valued, known, and satisfied…just like Disney goers!
In this episode, The Efficient Advisor, Libby Greiwe, offers three ways to evaluate your client experience:
- Happy, mid, and sad face
- Five senses exercise
- Fresh eyes experiment
Libby also gives practical hacks to streamline and enhance your client experience. She delves into how small touches, like freshly baked cookies and a hot cup of joe, make a lasting impact. These sensory details and personal touches help to build a business that becomes a magnet for referrals.
If you’re looking to be equipped with tools and strategies to create a seamless and memorable client journey that sets your practice apart, tune in now…and then sign up for the Systems to Scale Group Coaching Program that launches in August for a FULL systems and processes overhaul. Spots are limited, so register today!
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LINKS FROM THIS EPISODE:
Register for the Systems to Scale Group Coaching Program Here
Episodes mentioned:
#93: 7 Processes Every Advisory Business Needs
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Chapters
1. 209: The Client Experience Cheat Code (00:00:00)
2. [Ad] School of Podcasting -Launch, Grow, Monetize Your Podcast (00:12:18)
3. (Cont.) 209: The Client Experience Cheat Code (00:13:06)
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