Recently I was speaking with a younger advisor who was laser-focused on building her business.
Her knowledge of the sales process was expansive. She had researched sales tactics, read a small library of sales books and attended conferences. As a result, she had a deep understanding of every aspect of sales from goal-setting, to activity planning, to building rapport and communicating her value.
But her business was not growing. Far from it.
As we talked, one thing became clear. While she knew the tactics cold, a deep-seated fear of rejection was stopping her from picking up the proverbial phone.
Her primary sales approach was a toxic mix of perfection and procrastination.
This one conversation highlighted a critical point that not only applies to sales, but to all aspects of managing and growing a business.
There's a big difference between the strategies, tactics and processes we apply and the disciplines we need to strengthen in order to succeed. Both are important.
In my previous example, a strategy might be setting clear activity goals but the discipline is mindset (tackling the internal demons that get in the way). If she could ‘fix’ the mindset, then every strategy, tactic and process would improve.
The same is true for client experience. While we tend to focus on ‘what’ we are trying to improve (e.g., onboarding) there are a set of disciplines that will improve your client experience game across the board.
In a recent post, I shared a video that highlights the difference between two key concepts, both of which are critical to designing and delivering a truly engaging client experience:
Think of this as you might think about how an athlete improves his or her game.
If your goal is to improve your tennis game (or compete at a high level) you will likely start by focusing on ‘what’ you can improve. That might be your serve, your groundstrokes, your volley or your overhead smash.
At the same time, you could focus on ‘how’ to improve, by building skills that positively impact every stroke. In tennis the strength of every stroke is the result of how an athlete builds up, stores and transfers energy (what is referred to as the kinetic chain). It starts in the feet and extends up through the body, to the racket and then to the ball.
The goal is to have everything working together toward a more powerful outcome.
It’s the same with client experience. There are a set of disciplines, or techniques, that will help you up your client experience game across the board.
An extraordinary client experience, at every stage of the client journey, is:
The beauty of looking at your client experience through this lens is that you can focus on one discipline at a time and apply it across each stage of the client journey. Recall that the client journey starts when the client is a prospect and is just learning about you for the first time.
If you’re interested in assessing how you stack up on these key disciplines (and more) we’re just launching a complimentary tool called the CX Scan. If you invest about seven minutes you can measure your overall client experience and drill down to each discipline to identify your best opportunities to drive deeper engagement.
The CX Scan launches next week and you access that by adding your name to the waitlist here.
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