Tag Archives: #ClientExperience

Episode 160 – Empowering Your Employees While Improving the Client Experience with Robert Gorman

Advisorpedia, Finance, Industry Innovators, Power Your Advice, Uncategorized, , , , , , , , ,

Robert Gorman is the Co-Founder and Chief Operating Officer of Apollon Wealth Management. Apollon works with multiple leading custodians to select the optimal mix of products and services for each investor. With their commitment to providing the highest level of personal service, Apollon Wealth elevates wealth management to a higher standard.

In this podcast, Doug and Robert discuss the partnership between Apollon Wealth and Practifi and how the utilization of technology and the Practifi platform can improve the client experience. 

They also discussed:

  • The growth and journey of Apollon Wealth 
  • Utilizing technology to not only empower your employees but also improve the experience with your clients
  • Making a match looking around at other FinTech companies to what was important to Apollon Wealth
  • The factors that were important to Apollon Wealth when looking for the right partner and why Practifi was chosen
  • How the abilities of the Practifi platform have benefited Apollon and its clients

 

Resources: 

Apollon Wealth

Practifi

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Episode 135 – NYC Pop-Up Podcast: Tackling the Spectrum of Client Engagement – With Michael Lecours

Advisorpedia, Finance, Industry Innovators, Power Your Advice, Uncategorized, , , , , , ,

Michael Lecours is.the Co-Founder of fpPathfinder, an effective tool for advisors to be more diligent in their planning process.

Live from our fall Advisorpedia Podcast Pop-Up in New York City, Doug and Michael discuss the innovative tools fpPathfinder has created for advisors to meet the needs and cater to the variability of their clientele.

They also discussed:

  • The origin of fpPathfinder and how the idea was launched
  • How fpPathfinder assists advisors in client engagement
  • The planning opportunities fpPathfinder’s interactive checklists and flowcharts uncovers
  • The trends being seen in the advisory tech landscape and how fpPathfinder is evolving to meet more of advisor’s needs 
  • How fpPathfinder is enhancing the advisors ability to deliver a personal and memorable, client experience

Resources: 

fpPathfinder



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Episode 113 – Delivering on the Client Experience – With Julie Littlechild

Advisorpedia, Finance, Industry Innovators, Uncategorized, , , , , , ,

Julie Littlechild is the Founder and CEO of Absolute Prospects whose mission is to help advisors transform the way they engage with clients and potential prospects, reimagining a more efficient path for advisory firms to grow.

Live from the Axos Advisor service conference, Focus on the Future, in Denver Colorado, Doug and Julie discuss how advisors can cater to the client experience and correctly deliver on it.

They also discuss: 

  • How business and profit can work more effectively together
  • The holistic and personalized approach to clients and how to execute it
  • The switching between smaller and larger firms and the advantages of each option
  • Fintech and the technology landscape helping advisors deliver better advice and more meaningful communication
  • The big switch in the advisor from what’s leading to what’s coming in
  • How does the the client experience use things like personalization to support them differently

Resources: Absolute Engagement

 

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Episode 50 – Develop a Deeply Engaging, Profoundly Human Client Experience – with Julie Littlechild

Advisorpedia, Finance, Industry Innovators, Power Your Advice, Uncategorized, , , , , , , ,

We are honored to have Julie Littlechild as our 50th guest on Power Your Advice. Julie is the CEO of Absolute Engagement, a company that helps advisors and advisory firms use direct input from their clients to evolve and enhance the client experience, identify unmet needs and increase referrals. She is also the author of The Pursuit of Absolute Engagement, and host of her own podcast, Becoming Referable.

In today’s episode, Doug & Julie talk about Absolute Engagement’s latest research on the advisor client experience. They also discuss:

  • Are advisor conversations with their clients better virtually or in person
  • What Julie thinks effective client engagement will look like going forward
  • Ways in which advisors can educate themselves to evolve with the changing landscape
  • What “co-creating the client experience” means and why it is important
  • Internal barriers that get in the way of developing a deeply engaging and profoundly human client experience
  • Conversations advisors need to be prepared to have with clients

Thank you to all our podcast guest and listeners. We have learned so much from our first 50 podcasts & can’t wait to see what the next 50 will bring!

Resources: Absolute Engagement | 2021 Investor Report |Becoming Referable Podcast

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