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

Speaking and Writing Services

to enhance financial capabilities

 and to help successful

financial  advisors

provide a

Carriage Trade Experience

for their clients



John is joining the conversation at the Financial Advisors Success Summit on July 28 to 30, 2015. He is excited to be in the company of such luminaries as Michael Kitces, Sam Richter, Sheryl Garrett and Amy McIlwain to help you manage and grow your practice. Be a part of the conversation; register today.






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