You’ll Need a Map

December 16th, 2019|

Define your customer journey Once you understand your buyer persona and customer journey, it’s time to combine the two and see how you’re doing. First you’ll need to map out the stages in your firm’s [...]

Do you know them?

December 12th, 2019|

Build a client persona and they will come Getting to know your customer The best place to start working on creating a more positive customer experience is by developing a buyer persona. A buyer persona [...]

The New Competitive Advantage…

December 5th, 2019|

Customer Experience is the New Competitive Advantage Every firm knows it needs to innovate to stay competitive. The question is, innovate what? Technology? Training? Processes? These are all important areas. But in today’s market, the [...]

Simple Plan to Elevate Client Experience

November 29th, 2019|

Make it as seamless as possible for your clients Intense Focus on customer Starts by being obsessed with listening to the customer & responding. Dedicated efforts to learn & innovate for your customer. You don't need [...]