CX: Environment

Creating a comfortable and clean environment for your clients to meet with you is an important part of your overall client experience. This course will…

CX: Virtual Client Meetings

This course will provide you with information on the benefits of offering and conducting virtual meetings with your clients. The focus will be on actual…

Blueprinting for Clients

Working through the Blueprinting Guide, finding your “why” and your “true north” has proven to be a turning point for many advisors. Some advisors started using…

CX: Service

Excellent client service requires two things: systems that support the service items and team members trained to use the systems. Systems save time and create…

CX: Client Onboarding

You’ve only got one chance to make a first impression. Onboarding is the bridge between the prospecting process and the ongoing client service model. It…

CX: Education

Educating your clients (and prospects) plays a role in both your prospecting/marketing strategy and in the overall experience your clients receive. Educating prospects and clients…

CX: Communications

Communication is a key part of the overall experience you provide for your clients. This course reviews the best ideas in communicating with your clients…

CX: Client Reviews

Client reviews are important for keeping clients up to date on their progress towards their goals as well to satisfy compliance needs. This course includes…

CX: Client Surveys

This course is designed to prepare you to develop an intentional survey strategy that will ultimately help you to improve your client experience. By the…