 You can’t just put a plaque on the wall with your set of values. The leader at the top has to walk the talk.”
Rick Conlow, co-founder of Minneapolis-based WCW Partners.
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Tapping the Potential of Client Experience
Ellen Uzelac | Think Advisor, February 2014
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Summary:The wealth management firm Aspiriant believes the client experience is so important that on its website everything else is labeled just that: everything else.The delivery of a superlative client experience is the last frontier when it comes to differentiating one advisor from another.
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