Growing Sales and Loyalty With the Advisor Customer Journey

A Journey That Is Helping to Build Customer Loyalty
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Growing Sales and Loyalty With the Advisor Customer Journey identifies the six stages of the advisor’s customer journey and highlights the key challenges and opportunities for asset managers to consider in developing their customer journey approach, including:

  • Get a full understanding of the six stages an advisor undergoes.
  • Examine the implications and the opportunities to optimize each stage for the advisor.
  • Track the customer journey of two advisors as they go through each stage.
  • Get recommendations for mapping your firm’s customer journey approach.




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