Our client engagement programs are only available through our corporate partners. Contact Reema at firstname.lastname@example.org to discuss how they can be customized for your advisors.
That Was Then:
Client satisfaction is created when you deliver good service. And because 89% of clients are satisfied, achieving client satisfaction makes you just as good as everyone else.
This Is Now:
Client engagement is co-created with clients and reflects a deeper relationship. And because only 1/3 of clients are fully engaged, achieving client engagement builds a wall around your clients, helps you stand out from the competition and drives significant referrals.
We help you drive significant client engagement and growth.
The Client Engagement Suite
The Client Engagement Suite combines two powerful programs to help you lay the groundwork for, and design the future of, an engaging client experience. With the help of live coaching, on-demand content, workbooks, action plans and reporting and analysis tools, this is your ‘one-stop shop’ for designing a client experience that will set you apart.
The Client Engagement Suite includes two programs:
- Our foundational program, designed to give you a roadmap, and the tools, to lay a strong foundation for deeper client engagement and profitable growth.
Work through 5 steps to a stronger foundation:
- Define your client acceptance criteria
- Segment your clients
- Define your offer, by segment
- Assess capacity and profitability
- Manage client expectations
- A self-paced program with access to support, templates and a personalized reporting tool.
- A program that takes you through a step-by-step process to create a client journey that reflects the needs of your ideal clients, for a differentiated and engaging client experience.
Work through 6 steps to deeper engagement:
- Define your target client
- Actively involve your ideal client
- Craft your client journey
- Personalize the client experience
- Measure progress
- A six-month program that includes live group coaching, templates, peer support and collaboration, as well as guidance.