Elevate the Client Experience

1 Hour CFP®, CIMA®, CPWA®, RMA®

Elevate the Client Experience

Enhance your Financial Advisor Client Experience and earn Free CFP CE Credits. Elevate client relationships with our expert-led online course. Think about the last time you had a really great experience as a customer — how did it make you feel? Your clients demand (and deserve) that same feeling in every engagement, and giving them that is the key to your firm's success. In this session, learn how you can exceed the ever-evolving expectations of your clients by maximizing your technology and executing your competitive strategy.

Free CE Course

Course Details

6 Lessons
1 Quiz
60 min
1 CE Credit

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Course Preview

Who Is This For?

Financial advisors pursuing CFP®, CIMA®, CPWA®, or RMA® certifications who want to refine and elevate their client engagement strategies.
Advisors focused on leveraging technology and strategic planning to exceed client expectations and drive business growth.
Professionals committed to delivering exceptional client experiences that set their practice apart in a competitive market.

What Will I Learn?

Understand the importance of an exceptional client experience
Learn ways you can simply improve your existing experience
Gain insights into what is most important to clients and what things resonate with them over others

Today,

89% of marketers

compete primarily on the basis of customer experience.

Source: Gartner customer experience research summary. Customer Experience Primer for 2016.

Course Curriculum

Introduction
Expected, Requested, Delighted

Easy, Personal, Enlightening
The Prism Effect

Process & Technology
Connecting the Advisor-Client Journey

Continuing Education Quiz: This course qualifies for 1 hour of CFP, CIMA, CPWA, RMA continuing education credit. To receive the credit, you must take the assessment and receive a grade of 70% or higher.

Learn to Grow

Why Orion Advisor Academy

With free continuing education courses that range in topics from investment management, behavioral finance, practice management, client experience, and more, you have everything you need to learn and grow your business.