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209: The Client Experience Cheat Code

It’s been said that Disney is “the happiest place on earth.” Why? Because of their killer customer experience! They know how to knock it out of the park when it comes to serving their clients! ⚾ And, based on their increasing ticket costs…it’s working!

As Advisors, our goal is to create a welcoming atmosphere so clients feel valued, known, and satisfied…just like Disney goers!

In this episode, The Efficient Advisor, Libby Greiwe, offers three ways to evaluate your client experience:

Happy, mid, and sad face

Five senses exercise

Fresh eyes experiment

Libby also gives practical hacks to…

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