Today, Larry Miles, a principal at AdvicePeriod talks about what most financial advisory firms get wrong in customer experience.
Luckily, as a firm this is something you can take control of and change. Culture, Technology , and specifically your team can help boost morale and create memorable customer experiences that will separate your firm from the rest. Part of this is continuously adapting and changing with the times.
When you’re upgrading your firm’s technology, and focusing on connecting with customers, you will only be propelled further.
AdvicePeriod lives by the quote “If culture doesn’t fit, nothing else matters”, you should too.