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The Extraordinary Client Experience
- The Extraordinary Client Experience Module
While this entire program is designed to help you deliver an extraordinary client experience, this module will dive into some simple ways you can start moving in that direction right away.
- Video: Why People Dislike Financial Advisors Lesson
- Video: Positioning Your Business to Deliver an Extraordinary Client Experience Lesson
- Exercises: Improving the Client Experience Module
These four exercises will guide you through the process of analyzing and improving your client experience.
- Video and Exercise: The MISC Organizer Module
The MISC Organizer is a great place to record all kinds of information about Ideal Clients and Potential Ideal Clients.