The Efficient Advisor: Tactical Business Advice for Financial Planners  cover image

246: An Unconventional KPI That Will Change Your Client Experience Immediately

The Efficient Advisor: Tactical Business Advice for Financial Planners

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Transforming Client Experiences Through Impact Scoring

This chapter explores the evolution of financial planning to emphasize client experience and advisor well-being. It introduces the concept of an 'impact score' as a new KPI to guide financial advisors in enhancing the value of their services while improving efficiency.

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