4 questions for client experience expert Charesse Spiller

In a new episode of the Financial Planning Podcast, an ex-advisor who launched a consulting service for planners explains an increasingly important concept — the client experience.

Charesse Spiller

Charesse Spiller of Level Best helps independent financial advisors and other small business owners find efficiencies and reach their goals through changes to their operations and technology. She answered the following four questions posed by FP Senior Editor Tobias Salinger:

1. How do you define and evaluate the client experience in wealth management?

2. How does your company work with advisors?

3. What are the worst practices you've seen with respect to client experience?

4. What are the best practices you’ve seen with respect to client experience?

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