Is your business stuck competing on price and product, but losing out to competitors who always seem one step ahead? The financial services market is crowded, and standing out feels impossible.

But what if your client experience became your ultimate differentiator—the secret sauce clients rave about and refer? Imagine your services becoming so memorable, clients can’t help but talk about you. Are you missing the simple moves that create “shareable moments” and lead to effortless word-of-mouth growth?

Heather sat down with customer experience expert Dan Gingiss for an energizing conversation on how financial advisors—and anyone who works directly with clients—can cultivate influence and drive referrals through simple, effective customer experiences.

Episode Highlights

05:53 – Now, if you can’t figure out what the image is, you don’t have a shareable experience yet. But when you do figure out what that image is, you design the experience around that image.

07:02 – Now, if you can’t figure out what the image is, you don’t have a shareable experience yet. But when you do figure out what that image is, you design the experience around that image.

17:53 – I always make a point of paying attention to people’s backgrounds on Zoom because when they got books on the shelf or when they’ve got different tchotchkes or whatever, I’m paying attention to what those are. Well, this guy had a giant framed Michael Jordan jersey on the wall.

25:35 – if we start off with a referral from somebody who’s seen me speak, my close rate is like 90%, right? Those are the easy calls to have because they’re already sold on me.

Contact

Heather Price Consulting

Dan Gingiss