Creating Memorable Client Experiences: Differentiation in the Ultra-Wealth Market

Advisors and Family Offices can achieve sustainable engagement and build advocacy with their clients/families by constructing a great client experience. Providing such an experience, however,  necessitates gaining awareness of what constitutes an exemplary experience as well as ensuring that your team is consciously and proactively engaged in providing a consistent, high-quality experience.

 

Amy Hart Clyne and David Toth presented FOX’s work on Client Experience which examined best practices among great experience brands and how these practices can be applied to the ultra-wealthy business. They provided steps you can use to initiate an assessment of the key differentiators in your existing business model and help you begin to identify what client expectations you might want to target as part of your ongoing client experience strategy.