This kind of experience includes some pretty big changes and might be more complicated than you have time for at first. The thing to focus on that all the successful brands have in common is that they are not usually custom experiences for each person. They follow a consistent and well-designed process. That’s it. It does not have to be complicated; it simply needs to show your clients that you are putting them first. As you and your team work to perfect your well-planned process, the better your experience will become, which will lead to more genuine and authentic relationships.
You will notice there are two words that cannot be emphasized enough throughout this guide: experience and process. This guide was created to help you focus the most important elements that go into creating an experience and transforming your process:
Contents
- Plan ahead.
- Tell your story - briefly.
- Ask the right questions.
- Drive engagement.
- Outline your approach. Set expectations. Assign homework.
- Be consistent.
Related Posts
Mastering the Service Matrix: Elevate Client Experience & Drive Advocacy
In this episode of The Rare Advisor, Aaron Grady and Allan Oehrlein dive deep into two essential tools for modern advisory practices: the service matrix and the stewardship framework. Discover why moving from a reactive to a proactive service model is critical for consistency, scalability, and client advocacy. Learn how these frameworks help advisors deliver predictable, high-touch experiences, segment clients effectively, and create professional contrast that sets your firm apart. If you want to elevate your client experience and build loyalty that lasts, this conversation is packed with actionable insights.
Year-End Planning with Purpose: Becoming the Advisor of the Future
In this episode of The RARE Advisor, Aaron Grady and Duncan MacPherson explore how financial advisors can approach year-end planning with intention and purpose. Rather than focusing solely on metrics and spreadsheets, they discuss the importance of aligning your “why” with your process and practice. Drawing on Japanese philosophies like Ikigai, Kaizen, Kintsugi, and Wabi Sabi, they share insights on creating a more meaningful, resilient, and sustainable business. Learn how embracing continuous improvement, authenticity, and technology can help you become the advisor of the future.
The Power of Storytelling: 3 Essential Stories Every Financial Advisor Needs
In this episode of Financial Advisor Marketing Playbook, Mark Mersman reveals how storytelling can transform your marketing and client relationships. Learn the three foundational stories every advisor needs: your origin story to build trust, your client transformation story to demonstrate results and empathy, and your philosophy story to define your beliefs and differentiate your brand. Discover practical tips for crafting these narratives and integrating them into your website, meetings, and marketing strategy.