ORLANDO, Fla. -- Advisors who dont enhance the client experience are doomed to become the travel agents of the future, according to Ron Carson, founder and CEO of Omaha-based Carson Wealth Management.
Decide what you want the client experience to be and work backwards from there, Carson told advisors at the TD Ameritrade Institutional national conference in Orlando on Thursday.
Register or login for access to this item and much more
All Financial Planning content is archived after seven days.
Community members receive:
- All recent and archived articles
- Conference offers and updates
- A full menu of enewsletter options
- Web seminars, white papers, ebooks
Already have an account? Log In
Don't have an account? Register for Free Unlimited Access