As a recap, here are a few things you can do to improve individualization today:
– Analyze your distribution potential
– Encourage advisors to define a personal voice and brand
– Promote the adoption of advisor blogging
Watch the complete How Personalization Helps Your Advisors Enhance Client Experience Webinar.
Today’s clients have specific customer experience expectations, which makes their website a very important asset in delivering exceptional customer experiences and growing their business. However, a lack of individualization prevents each advisor from building their personal brand. With individualization, advisors can expand their reach and enterprise marketers can leverage this expansion for better distribution.