The Biggest Contributor to a Powerful Client Experience?

Helping Your Clients Reach Their Goals

Of course, every little aspect of your practice that touches the client impacts their client experience:  your decor, your refreshments, your dress, your greeting, your location, etc.  However the single biggest contributor is your process for helping clients reach their goals.

These resources are made available to help you create and customize a review process that is appropriate for your practice and will help to differentiate you.

Select "play" to view a recording of the webinar.


A BrightTALK Channel

Marketing Services

to help successful

financial  advisors

provide a

Carriage Trade Experience

for their clients

America Saves Week 2013


The Purposeful Planning Institute has asked John to discuss Anticipating Client Life Events on May 21 at noon Eastern. To join The Purposeful Planning Institute or inquire about the discussion, send a note to:






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