DiscoverSecrets of Successful Advisors℠ with Ken HamanCurating Experiences with Impact: It's All About the Client
Curating Experiences with Impact:  It's All About the Client

Curating Experiences with Impact: It's All About the Client

Update: 2025-04-09
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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


DISCLAIMER


Note to All Readers: The information contained here reflects the views of
AllianceBernstein L.P. or its affiliates and sources it believes are reliable as
of the date of this podcast. AllianceBernstein L.P. makes no representations
or warranties concerning the accuracy of any data. There is no guarantee
that any projection, forecast or opinion in this material will be realized. Past
performance does not guarantee future results. The views expressed here
may change at any time after the date of this podcast. This podcast is for
informational purposes only and does not constitute investment advice.
AllianceBernstein L.P. does not provide tax, legal or accounting advice. It
does not take an investor's personal investment objectives or financial
situation into account; investors should discuss their individual
circumstances with appropriate professionals before making any decisions.
This information should not be construed as sales or marketing material or
an offer or solicitation for the purchase or sale of any financial instrument,
product or service sponsored by AllianceBernstein or its affiliates.

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Curating Experiences with Impact:  It's All About the Client

Curating Experiences with Impact: It's All About the Client