How do you ensure a consistent client experience?

Great question dela.dzadey and your piece was a great read! I like how simple yet effective the 'cheat sheet' you mentioned is - knowing the names of your client's kids can be just as important as knowing their risk profile. Plus I can imagine it would give you a leg up when servicing clients across generations.

Great questiondela.dzadey we have a couple of ways to do this:
- We have a team approach to each client, for example, there are at least 2 advisers across every client. 
- We have an “I Love You Calls” spreadsheet which our team members update every day for various areas
- Our weekly meeting on a Monday has a list of every client with an open WIP, which helps with what we are doing with clients
- We have set up snapshot within xplan which has the key items anyone speaking with that client show know, for example interests, golf days etc.
There are a number of double ups here, but it helps ensure anyone in the team who would be talking to clients has at their finger tips any key issues/items they should know if they need to call a client, or they call in

hey jenny.brown good answer I havent used snapshot before so we will look at this