Most RecentMost ViewedMost LikesBaselines, blind spots and black holes There are three critical stages for ensuring a positive client experience – and they have more to do with amusement parks than you might expect. I'm Deb Kent, Advisely board member This business is about people skills, so be authentic. Be yourself. I'm Jessica Lamb, Advisely advice process expert You should always be thinking about how you can improve your client experience. I'm Kim Payne, Advisely client expert Let’s cut down the inefficiencies that take valuable time away from client relationships. I'm Darren Smith, Advisely board member Understanding the numbers is important but understanding the person is more important. 4 ways to make a better first impression with clients First impressions count, but it’s also highly valuable to have a conscious approach to you cement that impression over time I'm Anne Graham, Advisely board member One big challenge is focusing on your ideal client – growth through finding your niche. I'm Jenny Brown, Advisely board member I hope every adviser focuses on doing the right thing by the client – even when no one's looking. I'm Dela Dzadey, Advisely board member We want to continue to look at problems and processes and how we can make a better solution for everybody involved. The old referral model is dead. Here’s what’s next The “dream team” experience of financial planning, broking, accounting and legal going hand-in-hand is changing to a client-led model and networks