Engage your clients.

How To Improve Your Digital Customer Experience

Going digital is one thing, but a personalized digital experience is next level. If your client experience doesn’t actively reflect what clients want and need, it’s time for improvement. From ensuring a consistent omnichannel experience to using data more effectively, there is plenty you can do to improve your digital CX. 

Niraj Patpatia, Brand Strategist & Interactive Marketing Executive at Aumcore Digital, shares best practices for improving your digital client experience to help you boost engagement. 

‍

Engage your prospects.

The Ambiguous Financial Advisor: Why Finding Financial Advice Sucks and How We Can Fix It

Here’s the deal. It’s just not that easy for prospective clients to find you. In an oversaturated market they are faced with endless options and profiles, creating overwhelm and confusion. So, what can you do to overcome these barriers and create a better experience?

Derek Notman, CEO & Founder at Couplr, examines the challenges behind the prospecting process and how advisors can fix a broken system. 

‍

Engage your mind.

How to Get Your Team to Be 'All In' on Your Strategy

Leadership fails if the team doesn’t embrace and take action on a vision or strategy. But what determines whether the team will buy in, or quietly reject an idea? More often than not, it’s about your leadership style.

Mike Maddock, founder of McGuffin Creative Group and Innovation Consultancy Maddock Douglas, looks at the importance of understanding your leadership style to build trust and alignment.

‍