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Ep 167 Client Experience Master Hour

Ep 167 Client Experience Master Hour

Released Tuesday, 2nd April 2024
Good episode? Give it some love!
Ep 167 Client Experience Master Hour

Ep 167 Client Experience Master Hour

Ep 167 Client Experience Master Hour

Ep 167 Client Experience Master Hour

Tuesday, 2nd April 2024
Good episode? Give it some love!
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Pull back the curtain on a Master Hour inside the Advisor Accelerator, where Sarah Williams of Rebel Office Inc and the host of IT'S A VIBE Podcast joins us to talk about client experience! We dive into topics like client retention, the art of client onboarding/offboarding, and the power of nurturing long-term relationships with clients. Plus, we cover nuanced topics like how to create personalized touch-points that strike a balance between professional boundaries and friendly engagement + incentivizing referrals in a way that feels authentic rather than transactional.

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