The client experience—from both an advisor/firm and advisor/client perspective—is a differentiating factor in your success. Independent firms need to recognize these challenges and offer platforms with a wide range of top-tier services that advisors can opt into using, allowing them to customize their experience to their needs.
Focus on the Experience, the second white paper in a four-part series with Cerulli Associates, takes a deeper look into how partner firms can support advisors and allow them to spend the majority of their time perfecting their own client experience.
Choosing the right firm partner will allow you to create the optimal client experience and build strong, lasting relationships. Begin today!