Oranj Blog


Why It's Critical for Advisors to Look Outside Our Industry to Better Their Model

Posted by Oranj on Apr 1, 2019 9:54:19 AM
Why It's Critical for Advisors to Look Outside Our Industry to Better Their Model

In this interview with marketing experts Stephen Wershing and Julie Littlechild, Oranj CEO and founder David Lyon talks about why it’s critical for financial advisors to look outside the financial services industry and at companies like Amazon to understand how the fundamentals of their service offering are very similar, and how they can bring to bear the best client experience practices those companies use with their clients.
 
 
He reminds us that the client experience really starts well before the client joins the financial advisory firm, and why strategies like client journey mapping are powerful in designing an experience that leads to increased referrals.
 

Topics: Embracing New Technology, Advisor Resources, Podcasts