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How to Create a Shockingly Good User ExperienceHow to Create a Shockingly Good User Experience

Understanding what clients truly seek from their advisors.

March 21, 2024

 

 

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While technology defines user experience in broad terms, financial advisors play a pivotal role in enriching this experience through every client interaction. Tony Stich explains why investors from do-it-yourself enthusiasts to those who prefer a hands-off approach, seek validation in their financial decisions and want to feel empowered through a great client experience.