When your best clients drive your practice,
attracting more of them is easy
Learn to get referrals the natural way
and revolutionize your business
Most of what you have heard about getting referrals
is incomplete, outdated, or wrong
Advisors don’t get referrals because they
have no formal plan to attract them
Steve Wershing is the best marketing mind in
financial planning. - Bob Veres (Publisher, Inside Information)
Introductions following our last client advisory board meeting represent almost $30 million in new assets.

Create a free account to be able to access the resources mentioned in my book and a variety of helpful tools, presentation keynotes, additional material and more!

Tags
Contact information

10 Office Parkway

Suite 300

Pittsford, NY  14534

585-381-2662

info@theclientdrivenpractice.com

 

Connect with Steve

join our mailing list
* indicates required

Get posts in your reader

Looking for the resources mentioned in the book?

Click "Register" to join, and Login get free tools!

« Differentiation through expertise at transitions – Susan Bradley on the Becoming Referable podcast | Main | What are you a PhD in? »
Thursday
May172018

Research shows client feedback can make or break your business – Kevin Quigg on the Becoming Referable podcast

  

All financial advisors strive to have highly satisfied clients. You may even measure the success of your business by this metric. But have you ever considered customer satisfaction as a factor in investment performance?

This is where we start in today’s conversation with Kevin Quigg, Chief Strategist at Exponential ETFs, on the Becoming Referable podcast. Kevin is, as you’ll hear, obsessed with customer satisfaction. In his current role, he helps clients to leverage this factor in investments, and helps advisors reap the benefits by way of business growth.

Along with his 25 years of experience in financial services, Kevin comes to us armed with fascinating new research that helps advisors internalize the trends in satisfaction. You’ll hear about how a disruption in satisfaction can affect entire organizations in ways never seen before, and how financial advisors can use their unique client relationships to overcome these challenges. Kevin explains key concepts driving satisfaction, like expectations, experience, perceived value, and elasticity. He provides clarity around what aspects of satisfaction are table stakes, vs. those that truly differentiate you. He also stresses client feedback as something that can ‘make or break you’, and how you can build consistency around that process. There is tremendous referral and growth opportunity for advisors who implement the strategies Kevin puts forth, and we were glad to spend some time with him to talk through it all.

Click here to listen and subscribe for future episodes.

PrintView Printer Friendly Version

EmailEmail Article to Friend

Reader Comments

There are no comments for this journal entry. To create a new comment, use the form below.

PostPost a New Comment

Enter your information below to add a new comment.

My response is on my own website »
Author Email (optional):
Author URL (optional):
Post:
 
Some HTML allowed: <a href="" title=""> <abbr title=""> <acronym title=""> <b> <blockquote cite=""> <code> <em> <i> <strike> <strong>

Subscribe for FREE to The Client Driven Practice Referral Marketing Tips!

10 Office Parkway Suite 300.
Pittsford, NY 14534 | 585-381-2662

© 2013-forever, Stephen Wershing.
All rights reserved.

Home | Contact Us | Login

site by: CR

10 Office Parkway Suite 300. Pittsford, NY 14534 | 585-381-2662

Home | Contact Us | Login | © 2013-forever, Stephen Wershing. All rights reserved.