The Client Experience in a $50 Million RIA

The client experience is much more about financial advice and the service that the advisor is presenting. And because doing asset management in a truly unique and kind of deep client experience way is so much work and energy, I see less of that generally speaking in smaller practices. As a team gets bigger and bigger and bigger as they add more resources, you start to see some of the really cool things related to client experience. This is things like content, better social media concepts that are coming into play. A deeper bench of knowledge that the advisors have ready to go that when a client calls in, can either pull up immediately or have as talking points.

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