Client experience
The conversations that decide whether a client stays: reviews, drawdowns, fees, the surviving spouse, and the ones who will not spend.
Client experience
“I could have just bought the index” →
The most common challenge in the business, and the one most advisors answer worst.
Client experience
Keeping the next generation →
Most heirs change advisor after inheriting, usually because they had never met you.
Client experience
Nobody owns the coordination →
Advisor, accountant, attorney — and the consequences surface in April.
Client experience
Talking about fees without flinching →
Most fee conversations fail before they start, and the client can hear it.
Client experience
The client who will not spend →
A career teaching people to save, and then they retire and cannot stop.
Client experience
The first ninety days →
Clients decide what this relationship is on operational evidence, not advice.
Client experience
The meeting nobody designed →
The most repeated event in a practice, and its agenda is whatever the software printed first.
Client experience
They did not come to hear about you →
Most advisors run the first meeting as a presentation. That is the error.
Client experience
What clients read →
Reporting built to demonstrate thoroughness. The evidence nobody reads it is in your inbox.
Client experience
What to say when it falls →
The most valuable thing you can say about a decline has to be said before one happens.
Client experience
When a client's spouse dies →
Most widows leave their late husband's advisor. The reason is almost never performance.
Client experience
When to fire a client →
Most principals carry them for years, and the reason is rarely economic.
Client experience
The position that will not move →
None of their objections are arithmetic, so arithmetic will not move them.
Questions? Ask them directly — that is what the twenty minutes is for.