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Value Creation Blog

Our Clients Live In A Micro Economy

puzzle smallI’ve recently had the pleasure to meet Dick Wagoner, a sage in the financial planning industry.  Dick talks about clients living in a micro-economy but planners want to work with them in a macro sense.

I agree with this idea.  Our clients do live in a micro-economy.  When their investment accounts go down because of a bear market, they are often affected. 

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Topics: communication, financial planning, financial planning, Client Communication, Client Experience, investment management


Mind Maps And The Client Experience

Mind MapsSeveral years ago Joe Pine and James Gilmore wrote a book called The Experience Economy.  In this book they talked about making customer interactions with your firm or company an experience they would remember.  I’ve recently developed a mind map that shows our client experience and what those clients can expect from us.  I thought it might be interested to review why we think the different areas in our mind map are important.

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Topics: Mind Maps, Client Experience


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