The term “The Client Experience” is a trendy phrase. You hear this phrase in all industries, such as coffee shops, car dealerships, tech companies and financial planning companies. This term conjures up thoughts of being in the moment or self indulgent experiences, like a spa visit. In fact, the definition of “experience”
is an event or occurrence that leaves an impression on someone.
We at Fragasso Financial Advisors do not view our client experience as a single event or an occurrence. It’s a process we refer to as the “Dynamic Wealth Plan.” Many years ago, Robert Fragasso, CFP® envisioned a very different way of providing an all encompassing financial experience. That is why he became a CERTIFIED FINANCIAL PLANNER™ professional well before most brokers ever heard of this designation. He envisioned the need for an all encompassing financial journey from beginning to end. One’s financial journey is ever changing or “dynamic.” He knew this type of client relationship added more value than sporadic advice or individual transactional business.
Our firm draws on our 40+ years of client service to continuously analyze how to improve our relationships with our clients. In fact, our firm spent the summer working on the improvements that we recently instituted to assure quality of application across all clients. This series of training sessions involved the entire firm as the Dynamic Wealth Plan involves each of our roles at the firm. Read more ebooks……..
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