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MAXIMIZING THE CLIENT EXPERIENCE 

MAXIMIZING THE CLIENT EXPERIENCE

Participants examine their practices to consider how they may enhance the client experience through practical ideas.

Workshop Overview


Quality of service is one of the primary reasons high net worth individuals begin a relationship with a financial professional. In this workshop, we identify strategies for maximizing the client experience, providing several ways advisors often use to provide superior service.  We identify best practices to incorporate into your service model and how to build, apply and execute these ideas in your practice. 

To maximize the client experience, there are three factors to consider: investment satisfaction (understanding each client’s unique needs), service satisfaction (delivering on the commitment made within the promised time frame) and relationship satisfaction (being emotionally warm, sympathetic and reassuring as needed). 

To help you better identify what you need to do to maximize the client experience, our process segments strategies into five distinct categories: 

  1. Client service strategies/matrix
  2. Client communications
  3. Client reviews
  4. Client education
  5. Client events
     

Five Strategies to Maximize the Client Experience: Focused on Your HNW Clients

For illustrative purposes only.


Takeaways

Serving the high net worth segment 

Five strategies to maximize the client experience 

Six differentiators that create a great client experience and define expectations 


Materials


Interested in Participating?

Workshop to help you build business and drive sustainable growth in advisor practices. Contact your GSAM representative for more information.

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Client Service
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