It’s all about the Client Experience
Financial planners from Futuro Financial Services recently spent 3 days in Kuala Lumpur attending our National Conference. The agenda was packed with informative sessions from a range of Industry speakers.
A highlight was hearing from Joe Duran CEO and Founder of United Capital from Newport California. United Capital is the largest financial life asset management company in the USA with Assets under Management of US$22.3 B.
Joe delivered a very strong message around the importance of the client experience.
It is a timely message for our financial planners. In our Industry we have a strong emphasis on regulation and compliance which can move our focus away from our client’s perspective.
Joe’s message was simple:-
Our job as Advisors is to make people feel important.
The Client Experience is a combination of what you deliver/how you deliver it and how they feel about it. However Joe stressed that we have to be able to deliver this with:-
Joe urged us to be consistent and predictable – clients want to know what they are going to get.
United Capital have also developed some collaborative tools to help interact with clients. These are very engaging and simple to use.
A great message Joe and many thanks for sharing.
If you feel you could benefit from a licensee that understands the current challenges advisers face why not book a chat with one of our Directors?
Our Directors, Paul Kelly, Dennis Bashford and Manoj Pillai have a total of more than 80 years of Industry experience.
We have never witnessed a time where financial planners and their businesses face many uncertainties that directly impact on their professional and personal lives.
Now is the time to ensure you have the right Licensee partner.
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