How to use Robo Advisors and Silicon Valley thinking to deliver an extraordinary client experience with Eric Roberge, Alex Benke, and Lex Sokolin

Providing great customer service is no longer good enough. Today’s consumers are grading you on the “client experience” you deliver and how your client experience makes them feel.

Customer service is just one aspect of the client experience and if you do not intentionally create a client experience that “wows” your clients, your business will quickly fall behind the national RIAs who are leading the way in creating national brands with consistent experiences.

I recently moderated a panel at the FPA of Massachusetts annual conference and while the topic was ostensibly about Robo Advisors, it was actually about how to use Silicon Valley thinking to deliver an extraordinary client experience.

This podcast is a recording of the session with Eric Roberge, Alex Benke, and Lex Sokolin that was moderated by me. By listening to this podcast, you’ll gain a deep understanding of Robo Advisors, the different ways to use them, and how advisors are using technology to enhance the client experience.