Mark Little emphasizes the importance for financial advisors of not merely meeting, but consistently exceeding, the expectations of their affluent clients. He recommends starting by addressing and eliminating any practices that might annoy clients, guided by his list of 37 common irritants. Mark advocates for meticulously documenting all client interactions to ensure they enhance convenience and satisfaction, ultimately elevating the client experience.
FREE WEBINARS
for all Financial Advisors
All Times in US-Pacific
Client Service
37 (Easily Fixable) Things That Annoy Affluent Clients
Most Courses, Videos, Webinar Replays & Other Resources are included with a FREE MEMBERSHIP. No spam, no credit card, cancel anytime. Click the button below to join for free or find out more.
Responses