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Most RecentMost ViewedMost LikesBaselines, blind spots and black holes There are three critical stages for ensuring a positive client experience – and they have more to do with amusement parks than you might expect. Speaking the same language If an adviser doesn’t have trust in their support team, their efficiency levels will suffer. I'm Mat Tenison, Advisely board member You can't put a dollar figure on the impact you have on clients' lives. When the engine stalls The back office is essential to the client experience – but us advisers don’t always make it easy for them.
