If you find yourself waiting for the memo that lets you know it’s "all clear" and your life and business can get back to normal, you may be in for a long wait.
We’ve all changed. Our needs have changed and our expectations have changed. The way we work and connect has changed. It’s true for us and it’s true for your clients.
And it turns out that some of those changes aren’t so bad. I’m not the first to point out that the pandemic has accelerated the shift toward a different (dare I say better) client experience.
As a result I believe you are sitting at a fork in the road.
It will be no surprise that I sit firmly on the site of evolving the client experience to reflect what your clients need, want and expect right now.
Today your choices are limited by circumstance, however that isn't forever. It’s at the point when there is a choice that we’ll see two groups of advisors emerge. The first group will embrace change and take an intentional approach to enhancing the client experience. They will take the lead and everyone else will start playing catch up.
So the question for you is simple. How will your client experience evolve?
Based on our latest investor research, and the input of thousands of clients through our Client Insights Program, we believe you need to answer some key questions.
Our most recent investor research was a stark reminder that our emotions, needs and challenges are impacted significantly by circumstance. They are fluid, and during times of uncertainty they are more fluid than ever.
We cannot assume we know what clients need and how they are feeling. We not only need to ask the right questions, but have a plan in place to respond.
So what’s your plan?
Thanks for stopping by,
P.S. If you’d like to discuss a simple and efficient process to gather input from your clients about their needs and expectations, please book a convenient time here and we’ll look forward to discussing your needs.