Curating Experiences with Impact: It's All About the Client
Description
It takes time for trust, perception of value and feelings of confidence to
develop within a client. Observations over time have revealed that trust,
confidence and value reach their highest point about 3 years into a
relationship between an advisor and a client. Unfortunately, most advisors
are in such a rush to "close" a new relationship they set the price of their
services before the client has had any meaningful experiences with the
advisor. In this deep dive, Ken and Scott look at how an advisor can curate
experiences intentionally to accelerate the trust-building process.
Also in this episode, the AllianceBernstein Digital Coach – see practice
management solutions for advisor success: abfunds.com/go/digitalcoach
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