Transcript: Client experience is the key measure of advisor value

We talk about the connection between communication and value, the “Greatest Client Experience,” and we started by asking why creating value is a continuous process. You create value, communicate it, reinforce it, refine it, learn from it, and then you do it again. And this will add value to client experience. The ‘Greatest Client Experience’CR: Most advisory firms, they design the client experience from what I call the inside out. In terms of the wealth management business, the Greatest Client Experience might just include greeting them properly.