Tag: Client Experience
Ep 93: Two Pages That Can Elevate Your Clients’ Experience – with Brad Connors of iWealth

Ep 93: Two Pages That Can Elevate Your Clients’ Experience – with Brad Connors of iWealth

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Clients who feel engaged in the planning process are more likely to have a positive experience. But how do you better engage clients in the process?

In this episode, Laura Gregg and David Partain speak with Brad Connors, CEO of iWealth. Brad talks about iWealth’s proprietary software, FDC Plan on Purpose, which helps advisors demonstrate their value and elevate the client experience through client meetings that begin with visualization rather than investment portfolio reviews.

Brad discusses: 

  • Why so many clients are unprepared for retirement (it’s not about money)
  • The power of visuals when talking with clients
  • How a two-page document can elevate your practice 
  • How FDC Plan on Purpose can complement an existing tech stack
  • And more

Resources: 

Connect With CEO, iWealth Companies:

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About Our Guest:

Brad Connors is the founder and CEO of iWealth and the founder of the FDC Plan on Purpose tool for advisors. Brad is also the author of “Fish Don’t Clap: Planning For A Purposeful Retirement” and has been advising individuals, corporations, and institutional investors for over 29 years. His work has been recognized by many and he has received numerous awards including LPL Financial’s “2019 Chairman’s Award” and Investment Centers of America Inc.’s “2014 Spirit of ICA” Award. Brad has been named a Twin Cities Five Star Wealth Manager Award Winner every year from 2012 to 2018, and one of the 2007 Top 50 Bank Advisors in the Nation by Bank Investment Consultant Magazine.

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Ep 84: Why Settle for “Satisfied” Clients? — Brendan Frazier on the Value of Emotional Connection

Ep 84: Why Settle for “Satisfied” Clients? — Brendan Frazier on the Value of Emotional Connection

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Provide good numbers and exceptional service and you’ll have a satisfied client. Create a personal connection, and you may be surprised at the results. 

In this episode, Laura Gregg and David Partain speak with financial advisor Brendan Frazier, founder of Wired Planning and host of The Human Side of Money podcast. Brendan offers three simple steps to help you exceed mere ‘satisfaction’ in your client relationships. 

Brendan discusses: 

  • Why customer satisfaction is no longer enough 
  • A new 80/20 rule that can bring immediate results 
  • The striking benefits of emotionally connected advisor/client relationships
  • And more

Resources: 

Connect With Brendan Frazier:

Connect With  Laura Gregg: 

Connect With  David Partain: 

About Our Guest:

Brendan Frazier is the founder of Wired Planning and the host of The Human Side of Money podcast. Recently named a top-100 financial advisor by Investopedia, Brendan helps advisors enhance the trajectory of their businesses through more meaningful client interaction.



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Ep 72: Building a More Successful – and Satisfying – Business Through Niche Marketing — With Kristen Luke

Ep 72: Building a More Successful – and Satisfying – Business Through Niche Marketing — With Kristen Luke

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Trying to accommodate a wide range of client needs may actually limit your practice’s growth, your effectiveness, and your satisfaction. Targeting a niche that fits your specific experience and expertise can make a meaningful difference for you AND  your clients. 

Kristen Luke is the president of Kaleido Creative Studio, a marketing agency specializing in helping RIAs promote their businesses through a niche approach. In this episode, Kristen joins Laura Gregg and David Partain to discuss the process of shifting financial advisors businesses from a generalist model to a niche model to improve the client experience and business efficiency.

Kristen Luke discusses: 

  • Identifying your business niche based on market size and potential value of the niche 
  • How to ensure that a transition from a generalist to a niche focus makes sense for you 
  • Making the transition while maintaining your current book of business
  • And more

Resources: 

Connect With Kirsten Luke:

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Connect With  David Partain: 

About Our Guest:

Kristen Luke is the President of Kaleido Creative Studio, a marketing agency that helps Registered Investment Advisors market themselves to a niche, making it easier for them to stand out from the competition and attract ideal clients.

For more than 15 years, Kristen has consulted with hundreds of financial advisory firms and shared her marketing expertise via industry conferences and publications nationwide. Most recently, she has contributed her advice to FPA NorCal, Kitces.com, Top Advisor Podcast, Kitces Office Hours, and Advisor Perspectives.

 

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Ep 70: Shiny Toy or Serious Solution? Enhancing Your Practice Digitally – With Adam Boyer

Ep 70: Shiny Toy or Serious Solution? Enhancing Your Practice Digitally – With Adam Boyer

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Wow. That digital platform sure looks good. Sleek and sophisticated. Smart and fast.  So intuitive, it anticipates your every need – some you didn’t even know you have. 

But will it help to enhance the client experience? 

In this episode, Laura Gregg and David Partain talk with Adam Boyer, Head of Business Development at Emotomy. They discuss the challenges of choosing digital tools in a crowded marketplace,  key considerations when assessing tools and the one thing any solution should deliver but can never replace:  More time to give to your clients and the  personal attention that sets you apart from the crowd.  

Adam Boyer discusses: 

  • What to ask when upgrading your technology strategy
  • Hurdles small businesses face when integrating new technology 
  • How a thorough business evaluation will help improve long-term operations
  • Why a digital advice platform may be of interest to you and your business 
  • And more

Resources: 

Connect With Adam Boyer:

Connect With  Laura Gregg: 

Connect With  David Partain: 

About Our Guest:

Adam Boyer is the Head of Business Development at Emontomy, the digital investment advice platform owned by Northern Trust Investments. He is responsible for defining and executing the sales strategy to accelerate the adoption and utilization of Emotomy by financial institutions. With over two decades of financial services industry experience, Adam has held a number of leadership positions, including his most recent roles at Charles Schwab as Head of Sales for Compliance Solutions and Chief of Staff to the Head of Bank Operations and Technology. Adam also spent many years at Bank of America where he helped build out the bank’s Chicago footprint. Adam holds a Bachelor of Science and Master’s degree in Economics from Florida State University.

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Ep 69: How to Keep a Client (Hint: It’s Not All About Money) – With Barbara Healy

Ep 69: How to Keep a Client (Hint: It’s Not All About Money) – With Barbara Healy

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Investors can build, manage and monitor their portfolios without ever talking to another human. So why do they choose an advisor? Personal connection. What makes them stay? A satisfying personal connection.

In this episode, Laura Gregg and David Partain talk with Barbara Healy, Partner and Senior Financial Planner at Allworth Financial, about creating personal relationships with clients to build long-term advising partnerships.

Barbara discusses: 

  • Why knowing your clients makes such a difference 
  • Simple steps to make clients feel seen, heard and appreciated 
  • When money is the last thing to discuss
  • Diversifying the workplace to serve a diverse client base 
  • And more

Resources: 

Connect With Barbara Healy:

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Connect With  David Partain: 

About Our Guest:

Barbara Healy is a Certified Financial Planner and a Chartered Retirement Planning Counselor (CRPC) with more than 25 years of experience in the financial planning sector. She holds a Business degree from the University of San Diego, and her adjunct education includes advanced courses in Economics and International Business at Oxford, England. An outdoor enthusiast, Barbara lives with her husband in Rocklin, California.

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Ep 60: Savvy Ladies – Help a Woman in Just One Hour a Month – With Judy Herbst

Ep 60: Savvy Ladies – Help a Woman in Just One Hour a Month – With Judy Herbst

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Savvy Ladies strives to empower women by providing free financial literacy education to all women, regardless of age or income level. The nonprofit has helped more than 20,000 women of varied-backgrounds through their volunteer network of financial planners that answer key questions during times of transition which has helped put women on the path to financial literacy and security. 

In this episode, Laura Gregg and David Partain speak with Judy Herbst, Executive Director of Savvy Ladies to learn about the organization and how financial professionals from across the country are helping women create better financial outcomes for themselves and their families. 

Judy Herbst discusses: 

  • The history of Savvy Ladies 
  • Who Savvy Ladies serves and how its mission has grown
  • How advisors are making an impact in women’s lives
  • The new community of financial professionals growing from this work
  • Virtual engagements makes volunteering less time consuming 
  • And more

Resources: 

Connect With Judy Herbst: 

Connect With  Laura Gregg: 

Connect With  David Partain: 

About Our Guest:

Judy Herbst is the executive director of Savvy Ladies. She has over 20 years of relationship-building experience working with iconic brands such as Tiffany & Co, American Girl, and Worthy.com. Judy develops astounding programs and initiatives that educate and raise awareness about important issues affecting women, parents, and families.

She comes to Savvy Ladies with great knowledge and experience working with women throughout her career and brings her business acumen and creative, marketing & client relationship savviness along with her proven success record in developing, driving and executing business growth initiatives. 

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