Wealth Managers: The 3 Keys To An Elevated Client Experience

What you’ve done in the past isn’t enough for the future. That which has differentiated you enough to become successful thus far in your career likely isn’t sufficient to set you apart and perpetuate your success going forward.

At one point, pushing product for a recognizable company gave you an edge. Then, being an asset manager turned some heads. Evidence-based investing gave you an even better story to tell. Offering comprehensive advice as a Certified Financial Planner™ practitioner was once novel, and full-time fiduciary status made you a more evolved advisor.

But now some recognizable names are offering a version of the above for less than you pay for your streaming television subscriptions, all while one of the most recognizable names in finance just announced the end of a sales practice for which it is legendary. The net result is that there will only be more—and lesser priced—competition for financial advisory services. What, then, will it take to continue to set you apart?

A comparison of how experience goes beyond service