Dec 10, 2020
Our team sat down last month to
talk
all about Client Experience with Reese Harper, CEO
of Dentist Advisors. On
this show, Reese Harper joined our host Patrick Brewer to answer
questions from our listeners and readers.
What does “client
experience” actually mean? What should your clients see, feel,
interact with?
What are the components of an effective, strategically designed client experience?
What are the first steps an advisor can take to evolve the CX into the future?
Tune in to the conversation and
get ready to take notes! If you have ever struggled to build
relationships that naturally grow deeper as the client’s needs
change, then this conversation will help you. In a discussion
facilitated by our Executive Podcast Producer Eric Lee, you will
hear Patrick Brewer and our guest Reese Harper share strategies for
establishing the relational depth that is required to engage in a
true financial planning
partnership.
Did you like this conversation? Then leave us a
rating and a review in whatever podcast player you use. We would
love your feedback, and your ratings help us reach more advisors
with ideas for growing their practices, attracting great clients,
and achieving a better quality of life. While you are there, feel
free to share your ideas about future podcast guests or topics
you’d love to see covered.
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