12.2K
Downloads
77
Episodes
“If I have seen further, it is by standing upon the shoulders of giants” – Sir Isaac Newton When Chris Reynolds co-founded Investment Planning Counsel in 1996, he set out on a mission to help entrepreneurial financial advisors build better businesses. Since then, he’s remained steadfast in this mission. Chris believes that at the heart of any great business is remarkable client experience: how you meet the needs of your clientele, how you evolve with them as they change and, ultimately, how you leave your clients feeling about you after every single interaction they’ve had with you and your business. A life-long learner, Chris is always learning from the best of the best – from within our industry and from outside. In his podcast, Turning the Page, Chris will bring you the stories, the lessons, and the winning ideas from the people who have made it and from those who are reshaping the future of financial advice.
Episodes
Monday Oct 02, 2023
Monday Oct 02, 2023
When you think of companies that truly deliver great client experiences, which ones come to mind?
There are some brands out there that take the client experience to a whole other level. One that is often used as a benchmark is Disney. People will save up for years for a Walt Disney World vacation. The expectations a visitor has are so high and Disney delivers every single time.
In our industry, having a remarkable client experience is the biggest way to help you stand out from the rest of the advisor crowd. What can Disney teach us and how can we implement those lessons into our business, so your clients are raving about you to everyone?
Our guest today is the perfect person to give us insight… Dennis Snow.
Dennis Snow has a passion for service excellence and has consulted with organizations around the world on the subject. Dennis’ customer service abilities were born and developed over 20 years with The Walt Disney World Company.
In his last year with Walt Disney World, Dennis’s leadership performance was ranked in the top 3% of the company’s leadership team. Dennis, now a full-time speaker, trainer, and consultant is dedicated to helping organizations achieve their goals in the areas of customer service, employee development, and leadership.
He is the author of the book, “Lessons From the Mouse: A Guide for Applying Disney World’s Secrets of Success to Your Organization, Your Career and Your Life.”
You can learn more about Dennis and his team and purchase his books at https://snowassociates.com/
What do you do to create a great client experience? Has an experience you’ve had on vacation taught you something that you implemented into your business? I’d love to talk with you about it over a virtual coffee! You can schedule a time with me at https://aspect.ipcc.ca/turning-the-page-podcast#grabcoffeewithchris
If you loved this episode, I’d appreciate it if you would follow Turning the Page on Apple, Spotify or whatever podcast app you use! If you found the information helpful, be sure to share it with another financial advisor who could use these words of wisdom!
Chris
Comments (0)
To leave or reply to comments, please download free Podbean or
No Comments
To leave or reply to comments,
please download free Podbean App.