{"id":7213,"date":"2025-01-20T17:09:53","date_gmt":"2025-01-20T17:09:53","guid":{"rendered":"https:\/\/www.blueleaf.com\/blog\/financial-advisors-are-you-creating-experiences-or-just-delivering-services\/"},"modified":"2025-01-20T17:09:53","modified_gmt":"2025-01-20T17:09:53","slug":"financial-advisors-are-you-creating-experiences-or-just-delivering-services","status":"publish","type":"post","link":"https:\/\/www.blueleaf.com\/blog\/financial-advisors-are-you-creating-experiences-or-just-delivering-services\/","title":{"rendered":"Financial Advisors, are you Creating Experiences or just Delivering Services?"},"content":{"rendered":"\n<iframe width=\"560\" height=\"315\" src=\"https:\/\/www.youtube.com\/embed\/ZNmbRR7_uog?si=3d2u0mj0-gN0YcHB&enablejsapi=1\" title=\"YouTube video player\" frameborder=\"0\" allow=\"accelerometer; autoplay; clipboard-write; encrypted-media; gyroscope; picture-in-picture; web-share\" allowfullscreen><\/iframe>\n\n\n\n<p>Financial advisors, are you creating experiences or just delivering services?<\/p>\n\n\n\n<p>It&#8217;s not a fluffy question and<\/p>\n\n\n\n<p>In my recent conversation with David DeCelle on the Model FA podcast, we stumbled on a realization&#8230;<\/p>\n\n\n\n<p>While financial advisors often excel in service models, David observed that most fall short in client experience models.<\/p>\n\n\n\n<p>Reality check:<br>The service model<br>is just one piece of the client experience model<\/p>\n\n\n\n<p>Your clients&#8217; experience is their own<br>The system you use to shape it is your client experience model<br>If you have no system then all you have is a handful of touchpoints and the media<\/p>\n\n\n\n<p>I don&#8217;t know about you but I don&#8217;t want clients&#8217; experiences determined by chance or CNBC<\/p>\n\n\n\n<p>Think through you clients&#8217; journey<br>How do they experience the world?<br>How do they experience your services within it?<\/p>\n\n\n\n<p>Now build a picture of what you want it to be<br>How will your communication break through the media noise<br>How will you ensure great client outcomes and guarantee clients see your value<\/p>\n\n\n\n<p>Understanding the broader context of our clients&#8217; journeys not only allows us to create meaningful connections and lasting impressions, but also helps us to better align with a client&#8217;s goals and aspirations with that human touch.<\/p>\n\n\n\n<p>It&#8217;s time to bridge the gap between services and experiences.<\/p>\n\n\n\n<p>How do you map out your clients&#8217; experience? Let me know! \u2b07\ufe0f<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Financial advisors, are you creating experiences or just delivering services? It&#8217;s not a fluffy question and In my recent conversation with David DeCelle on the Model FA podcast, we stumbled on a realization&#8230; While financial advisors often excel in service models, David observed that most fall short in client experience models. Reality check:The service modelis&#8230;<\/p>\n","protected":false},"author":2,"featured_media":7214,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"content-type":"","om_disable_all_campaigns":false,"_monsterinsights_skip_tracking":false,"_monsterinsights_sitenote_active":false,"_monsterinsights_sitenote_note":"","_monsterinsights_sitenote_category":0,"_uf_show_specific_survey":0,"_uf_disable_surveys":false,"footnotes":""},"categories":[23,36,28],"tags":[61,37,59,51],"class_list":["post-7213","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-by-advisors","category-client-engagement","category-communicating-with-clients","tag-advisor-tips","tag-client-communication","tag-client-service","tag-financial-advisor"],"aioseo_notices":[],"_links":{"self":[{"href":"https:\/\/www.blueleaf.com\/wp-json\/wp\/v2\/posts\/7213","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.blueleaf.com\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.blueleaf.com\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.blueleaf.com\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/www.blueleaf.com\/wp-json\/wp\/v2\/comments?post=7213"}],"version-history":[{"count":0,"href":"https:\/\/www.blueleaf.com\/wp-json\/wp\/v2\/posts\/7213\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.blueleaf.com\/wp-json\/wp\/v2\/media\/7214"}],"wp:attachment":[{"href":"https:\/\/www.blueleaf.com\/wp-json\/wp\/v2\/media?parent=7213"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.blueleaf.com\/wp-json\/wp\/v2\/categories?post=7213"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.blueleaf.com\/wp-json\/wp\/v2\/tags?post=7213"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}