FEE011 | Designing a “WOW!” Client Experience


Designing a “WOW!” Client Experience

Welcome to The Fee Based Financial Planning Mastery Podcast!

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In This Episode

In this episode, I’m going to talk about how to design a “WOW” client experience.

This podcast is my way of bringing together like-minded financial professionals so that we can communicate and share what’s working (and more importantly, what’s not) in the world of financial planning.  So, Subscribe for Free Now!  My plan is to record a new episode on the 1st and 15th of each month.  Subscribing today will deliver these episodes to you as soon as they are released.
Episode Transcript



“Items Mentioned In This Episode”

  • Aweber: The internet’s most powerful email opt-in service and email marketing/broadcasting tool. This is what I use to build my email list.
  • MindMeister – I use this everyday.  I can’t live without it!
  • Google Maps
  • Salesforce

3 Responses to “FEE011 | Designing a “WOW!” Client Experience”

  1. I am a fee based financial planner just starting in NYC, NY and I listen to your podcasts over and over and I think it is the best resource I found for this field.

    • John, thanks for putting a smile on my face. I am glad to be able to get this content out there as I have. I wish I had it when I was starting out… over 20 years ago now… (I’m now feeling old). It has been a great ride and I’ll be honest with you, I feel like the wave for fee based financial planning is building and for everyone who understands and applies the best practices that I have developed, they will be the leaders of our industry. Our industry sure needs some fixing and this is a great first step. So glad you’re enjoying the podcast and thanks for the comment. Best, Scott.

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