Free Chapter…How do your clients rate you and your team?

Dear Financial Advisor,

Delivering the Ultimate Client Experience by Rob BrownClient service impacts EVERY aspect of your business. The starting point is to be clear on where you stand with your clients. Most advisors don’t really know. Fill out the form below and get a free chapter you can use immediately.

Instant download – Client Survey and Report Card
From my book on “Delivering the Ultimate Client Experience”

Michael Lutz, Legacy Financial Strategiesquote-mark-smThe ‘Ultimate Client’ concept has had a profound impact on our firm. By clearly defining the way we deliver service, our clients have become more loyal and they have entrusted us with even more of their assets. If you put Rob Brown’s strategies into action, you win, your team wins, and, most important, your clients win.”— Michael Lutz, CFP®, CEO, Legacy Financial Strategies

“The fastest-growing registered investment advisors in 2012 saw net organic growth rise five times faster than all other firms because they excel at delivering “the client experience” and as a result get more referrals.”
-Schwab Advisor Services Benchmarking Survey,, 2013


Where should I send your 'ENCORE SCORECARD'?