Why the Experience Matters
How much do you really know about the kind of financial experiences your clients expect?
Now more than ever, experiences have taken center stage in industries across the globe. And the financial service industry is no exception.
In this comprehensive guide, you’ll see the kind of impact an online and on-demand experience has on your practice, using new research from over 8,000 randomly selected eMoney Advisor users. Then, we walk you through the ways to improve your financial experiences by analyzing the major components of your business: Digital Brand | Onboarding | Planning | Communication | Service
By the end, you’ll have a full assessment of the experience you deliver today, and a game plan to elevate your experience beyond your clients’ expectations.