We all want to deliver a client experience that drives satisfaction. The problem is, according to Julie Littlechild, that satisfaction is no longer enough. She shares a step-by-step plan for crafting a client experience that not only lays a solid foundation but drives deeper engagement.
In this Best Practices Webinar, you'll learn:
- Why we need to set a higher bar than client satisfaction
- How to lay a solid foundation for a profitable and efficient client experience
- How to move beyond a solid foundation to drive deeper engagement
Why Client Satisfaction Isn’t Enough
Watch nowDownload a free Service agreement sample
Download a PDF of slides
About the expert
Julie Littlechild
Speaker, author and Founder of AbsoluteEngagement.com
Julie helps successful professionals and entrepreneurs design businesses that support the lives they want to live and to create lives that fuel their capacity to do just that. Julie has worked with and studied top producing professionals, their clients and their teams for twenty years. She is a recognized expert on driving deeper engagement and growth and the author of a popular blog. She sat on the national board of the Financial Planning Association from 2010 – 2013, was twice identified as one of the 25 Most Influential People in Financial Planning by Investment Advisor Magazine and won the Influencer Award in practice management from Financial Planning Magazine.
About the host
Ray Adamson
Chief Customer Officer, Kronos Technologies
For over twenty years Ray Adamson has held senior leadership roles in the financial services industry. At companies like Kronos Technologies, Bluesun, Great West Life and the Covenant Group, he has worked to implement national practice management strategies, increase client acquisition and retention, and build out sales capabilities. As an advisor, consultant, practice management coach and speaker, he has helped management and advisors at the largest carriers and distributors in North America take their business to the next level.
As Chief Customer Officer at Kronos Technologies, Ray works with carriers, distributors and advisors—helping them leverage Kronos Technologies’ suite of industry specific web applications to manage and grow their businesses.
