64. Client Engagement vs. Satisfaction featuring Ashley Quamme

What’s more important - Client Satisfaction or Client Engagement?
Can satisfaction be high with low engagement? How can financial professionals help clients better engage in the financial planning process? Join us as we unpack these questions and more with special guest Ashley Quamme, Fractional Financial Behavior Officer for firms and advisors, where we talk about the shift to human-first advice and what it means for advisors. If you’re looking to grow then this is a topic you don’t want to miss.
In this episode Ashely, Adam and Derek chat about:Client satisfaction vs. engagementThe knowing/doing gapAdvisors being in the relationship business but not getting formal relationship trainingHow to build relationships with under engaged spousesCommunication and rapport building and setting the expectations up frontLooking in the mirror to better serve your clientsAnd lots more!
Resources:Follow Ashley Quamme on LinkedInFollow Ashley Quamme on X/TwitterLearn more about Ashley’s services at Beyond the CFPFollow RethinkFA on LinkedInListen to RethinkFA on KZbin PodcastsFind us on Digital Wealth NewsApply to be a guest on the RethinkFA Think Tank
Connect With Adam Holt:Schedule an Asset-Map DemoAsset-Map LinkedIn: Adam HoltLinkedIn: Asset-MapFacebook: Asset-MapTwitter: Asset_Map
Connect With Derek Notman:Schedule a Couplr DemoCouplrAILinkedIn: Derek NotmanLinkedIn: CouplrTwitter: Derek Notman