John Anderson joins us again to talk about creating positive client experiences in your practice. John starts with a reality check for advisors with a few critical questions. John shares insight on the need to address how you approach referrals in your practice. He also discusses why it’s important to focus on what you can control and how you can do that by changing your focus.
We recorded this show live at SEI’s Strategic Advisor Conference in Chicago in May 2017.
John Anderson is the creator and lead author of Practically Speaking blog and Managing Director of Practice Management Solutions for the SEI Advisor Network.
Original Blog Post is here.