When you WOW your clients with an unforgettable experience, they tell their friends and family about it.

In other words, improving your client experience is a great way to boost referrals!

In this episode, Jon Kuttin speaks with returning guest Jon Randall, CMC™, chief coaching officer at Dynamic Directions. Together, they outline the different client touch-points you can apply to your practice when creating a referrable experience.

Jon Randall discusses:

  • Why every advisor should focus on their client experience
  • The ideal frequency to contact your clients (and what to discuss in every session)
  • How to segment your book of business to attract more of your top clients
  • What to do if you “just can’t find the time” to focus on your client experience
  • And more!


Connect with Jon Randall:

Connect with Kuttin Consulting Group:

About our Guest:

Jon Randall is a Certified Master Coach® and Premier Franchise Consultant who hit #1 in GDC Growth on the FC Scorecard for the advisors he works with all over the country. With more than 15 years of experience as a practicing advisor, Jon works with some of the top financial professionals in the industry – the average GDC for the advisors he coaches being more than $1.2 MM. He is also a national presenter at financial service industry conventions and workshops around the country. Jon’s specialties in consulting include marketing, investments, financial planning, and practice management.