Why are many Americans reluctant to see a financial advisor? Oftentimes, it is because of an unpleasant client experience.



But how can advisors transform an unpleasant client experience into a memorable one?



Find out in this episode as Jack Martin uncovers the biggest reasons why clients dread meeting their advisors and most importantly, how to turn this around.



Jack discusses:




The importance of customer experience in financial services (and some eye-opening statistics!)



How to make your client experience more personalized and relevant



Powerful talking points for every client meeting



The role of CRM systems in delivering exceptional customer experiences



And more!




Resources:




Creating Superfans: Here’s How to Turn Your Customers Into Lifelong Advocates with Brittany Hodak (Ep. 47)



“Creating Superfans: How To Turn Your Customers Into Lifelong Advocates” by Brittany Hodak



LinkedIn: Brittany Hodak



Winning at the Intersection of Annuities and Wealth Management




Connect with Jack Martin:




LinkedIn: Jack Martin 



InsurMark



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