How do you ensure a consistent client experience?

In follow up to my article No adviser is an island, I'd love to know what practices are doing to keep the client experience front of mind for everyone in the team? How do you ensure the clients rec...

client engagement

clients

rainier.reyes

Advisely Team

2 years ago

Great question dela.dzadey and your piece was a great read! I like how simple yet effective the 'cheat sheet' you mentioned is - knowing the names of your client's kids can be just as important as knowing their risk profile. Plus I can imagine it would give you a leg up when servicing clients across generations.