A client's experience with a planner is as important as the product

01/20/2013 | Nerd's Eye View blog

Clients often view the financial planning process with dismay and dread, writes Michael Kitces. Clients might be willing to pay more for an interactive experience that helps them organize their information and build and update their financial plan, similar to the way one company has converted the teddy bear into a more expensive creative experience, Kitces writes. Offering an exceptional client experience could differentiate financial advisers from the pack, leading to more referrals and increasing profits, he writes.

View Full Article in:

Nerd's Eye View blog

Published in Brief: