#102 – Low-Cost Ways to Turn Client Satisfaction into Client Loyalty with Richard Weylman, CPAE

Nov 20, 2025

Richard Weylman, author and consultant on client experience, shares how empathy and small, thoughtful actions create lasting client loyalty. He outlines the four keys to remarkable experiences and why great service is no longer enough. Hear practical low-cost tactics, communication frequency tips, and stories showing kindness leading to big referrals.

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INSIGHT

Experience Trumps Service

Clients now evaluate advisors on experience, not just service or products.
Richard Weylman says great service is a minimum expectation in today's experience economy.

ADVICE

Put Your Communication Plan In Writing

Present a structured communication plan and calendar to stand out and build trust.
Richard Weylman recommends putting frequency and review types in writing for prospects and clients.

ADVICE

Show Kindness With Small Actions

Demonstrate kindness, thoughtfulness, caring, and empathy in small, specific ways.
Richard Weylman shows these actions create emotional engagement and generate referrals.

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Client expectations in financial services have evolved. Today’s clients aren’t just looking for great service; they’re seeking authentic connection and meaningful experiences.

In this episode of the Top Advisor Podcast, Bill Cates is joined by acclaimed author and consultant Richard Weylman to explore how advisors can build deeper client engagement, loyalty, and advocacy.

Drawing on decades of research and field experience, Richard explains why empathy, thoughtful communication, and personalized experiences are now the keys to standing out – to attract and retain ideal clients.

Richard shares practical strategies and real-life examples, including how small, intentional actions can generate lasting relationships and even significant referrals.

Bill and Richard Discuss:

The four keys to remarkable client experiences
Why “great service” isn’t enough anymore
Why a structured, proactive communication plan sets top advisors apart and how often our clients really expect to hear from you
The power of asking better questions
Why clients who are merely “satisfied” are always at risk of leaving and how to become the kind of advisor they advocate for with their friends and colleagues
… And more!

Sponsor:

EPISODE SPONSOR: Oberle Risk Strategies
www.Oberle-Risk.com/private-client

Connect With Richard Weylman:

LinkedIn: https://www.linkedin.com/in/richard-weylman-keynotespeaker/
Websites:
www.richardweylman.com
www.weylmancenter.com
weylmanconsultinggroup.com

Resources:

Connect With Bill Cates:

About Richard Weylman:

Richard was orphaned at age 6, lived in 19 foster homes and attended 11 different schools. Breaking out of those circumstances, he led an award-winning Rolls-Royce Motorcar operation then progressed to heading and then creating the initial sales and marketing organization for The Robb Report, an internationally recognized magazine for the affluent lifestyle.

For nearly three decades Richard has been honored to show business owners and professionals around the world the path to proven business growth and success. He uses his unique ability to see things from the client’s or customer’s perspective and interpret their needs to then create the prescriptive strategies and tactics needed to elevate business performance in today’s marketplace.

As a researcher, author, consultant, and serial entrepreneur, he helps to deliver personalized and dynamic presentations that achieve real outcomes and measurable results.