EP 93: Creating Client Experiences That WOW Your Clients with IPC’s Alex Safarova

I’ve said it before and I’ll say it again - there’s no better way to build a business, especially in the wealth management space - than through a great client experience. Give your clients an experience that makes them feel seen, heard and appreciated and they’ll THEIR friends and family all about you. 

Yet so many advisors only focus on the products they are selling, or the plans, or the price they are charging.  I am not saying these are unimportant, but they treat this as something that is secondary or just go through the motions. In today’s world, with so many great technological tools available, you have a great opportunity to create unique client experiences that tailors to your clients and even makes it fun for YOU to interact with them! 

So, what’s working for advisors today? What are these tools? And what should you think about when you’re creating a great client experience for YOUR business?

Joining me today to talk all about the client experience and sharing some great examples and tools advisors can start using today is Alex Safarova, Brand & Advisor Marketing Manager at IPC. She has spent her whole career helping advisors design great experiences that really WOW clients.  This has led to happier clients, higher retention and so many referrals. 

Find Alex on LinkedIn at https://www.linkedin.com/in/alex-safarova-4a058412/ 

Pick up a copy of Chris’s new book, “The Six Circle Strategy: The Entrepreneur’s Journey to Wealth and Freedom,” at http://chrissreynolds.ca 

Schedule a virtual coffee with me at https://aspect.ipcc.ca/turning-the-page-podcast#grabcoffeewithchris           

Follow the podcast on Instagram at https://www.instagram.com/turningthepage_podcast            

If you’ve found this episode useful, or know of someone who could gain from it, I’d appreciate it if you would share it with them. Or subscribe and follow Turning the Page on Apple, Spotify or whatever podcast app you use!  

Cheers!

Chris