Richard Weylman took the stage at IMCA’s annual conference Monday afternoon to talk about creating an exceptional client experience.
Weylman, of The Weylman Center for Excellence in Practice Management, told the audience that a superior client experience is central to effective wealth management. He focused the interactive presentation on highly effective client communications, understanding the client’s needs and tailoring the wealth management team's approach to fulfill those needs. His central theme was “What do affluent and wealthy clients really want from their financial ‘team?’”
Through his research, he has identified six “must-haves” for an advisor in order to have a successful client relationship:
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