Redesigning Your Approach: How RIAs Can Deliver Exceptional Client Experiences

Advisors must redesign their entire approach, starting from the client’s point of view.

To appreciate the importance of this paradigm, think back to this moment in the movie City Slickers: Mitch, the world-weary New York executive who, with his friends, signed on to a cattle drive at a remote dude ranch. He is talking to Curly, the seasoned, rugged ranch foreman. Curly looks at Mitch and holds up one finger.

Curly: “One thing. Just one thing. You stick to that, and everything else don’t mean [expletive deleted].”

Mitch: “That’s great, but – what’s the one thing?”

Curly: “That’s what you gotta figure out.”

In our latest blog for Advisor Perspectives, we highlight 4 steps RIAs can take to create exceptional client experiences.