Group Coaching Call Topic March: Set the Tone for an Excellent Client Experience from the Beginning
Coach: Tammy Breitenbach
Group Coaching Call Topic Description: Morningstar recently published research on why clients “break up” with their advisor and the top two reasons were quality of financial advice and services and quality of relationship with the advisor. But you can avoid getting broken up with by better understanding your clients and their specific needs and goals as well as letting them know the experience to expect when working with you. Join Executive Business Coach Tammy Breitenbach to learn now to take every opportunity to enhance your client experience with their needs in mind, including having a consistent, repeatable onboarding process during which you set expectations, a proactive and caring frontline, and being easy to work with.
Coach Bio: Tammy Breitenbach, ACC, MBA, is a Carson Coaching executive business coach. She previously served as the principal consultant of Catalyst Partners, which she founded in 2008 after seven years of director-level experience in financial services. She specializes in providing business counsel and leadership advice to owners of independent RIAs to help them grow more profitable businesses.