Exceeding Client Expectations

Update: 2024-02-25

Description

In this episode we discuss the evolution of client expectations, optimizing the client experience via technology, leveraging client data, varying generational preferences, and contributing to financial wellness. Our panelists are the following:

Jane-ellen Porter – Wilmington Advisors @ M&T
Erin Candler - Wilmington Advisors @ M&T
Terry Powell – Randolph Brooks Federal Credit Union
Wes Garner - Randolph Brooks Federal Credit Union

Our special co-moderator for this episode is Chris Melton from Ameriprise Financial.

We would like to thank Ameriprise Financial for making this podcast series possible.

Comments

In Channel

Leveraging Sales Assistants

2025-12-1901:01:02

Maximize your CRM and Elevate Customer Engagement

2025-12-1654:54

The Evolution of Virtual Meetings

2025-11-2449:50

Building a Career Path

2025-11-2152:58

Being Creative with Compensation

2025-11-1056:04

The Magic of the Discovery Process

2025-11-0701:05:29

Financial Planning – To Charge or Not to Charge

2025-09-1142:55

Structuring a Good Succession Plan

2025-05-1358:33

Navigating Market Volatility

2025-04-1428:08

How to get the rest of your advisors to transition from transactional to advice-based

2025-01-3051:10

Creating Differentiation

2024-12-2356:51

Community Building to Win Clients

2024-12-2055:14

Second Story Advisor Success

2024-12-1644:07

Leveraging Data for Growth

2024-12-0958:55

Leveraging Centers of Influence

2024-11-2149:52

Fostering Cross-Departmental Cooperation

2024-09-1145:45

Leveraging Advisor Mentorships

2024-06-1357:35

The State of Advisor Training

2024-05-2829:22

Leveraging Technology to Gather Assets

2024-03-1501:03:50

Exceeding Client Expectations

2024-02-2501:00:57

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Exceeding Client Expectations

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Exceeding Client Expectations

Exceeding Client Expectations