Curating Experiences with Impact: It’s All About the Client

It takes time for trust, perception of value and feelings of confidence to  develop within a client. Observations over time have revealed that trust, confidence and value reach their highest point about 3 years into a relationship between an advisor and a client. Unfortunately, most advisors are in such a rush to “close” a new relationship they set the price of their services before the client has had any meaningful experiences with the advisor. In this deep dive, Ken and Scott look at how an advisor can curate experiences intentionally to accelerate the trust-building process.

Also in this episode, the AllianceBernstein Digital Coach – see practice  management solutions for advisor success: abfunds.com/go/digitalcoach

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