Barron’s Hall of Fame Advisor, Jonathan Kuttin, shares how focusing on client experience has helped his firm create organic growth. He specifically shares the importance of having a repeatable, measurable process for delivering a consistent, quality client experience as well as some tactical advice for what to include in your client experience process. Kuttin also discusses how he has integrated the seasonal service model into his client experience process and how he distinguishes between onboarding clients and the ongoing client experience.

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