9 SECTIONS

Delivering The “Wow” Experience

Introduction

Building A Great Experience

Course Recap

Your Host

Ariel Veltre

Ariel works on the Success Team at Snappy Kraken. She uses her extensive background in marketing to help advisors develop strategies to reach and connect with their audience. Ariel loves to help a business flourish by implementing a strong marketing strategy.

Prerequisites

Watched the Landing New Clients course
Launched a Personal Connection Video Campaign
Checked out the Real-Time Marketing Playbook

Key Takeaways

Materials from the Video

Launch the 90-Day New Client Onboarding

Your competitors know that many advisors drop the ball after getting a new client’s business. Wow your clients with a high-touch onboarding process and take the load off your team with this automated campaign.

View the Campaign

View the Check Your Beneficiaries Email

Outdated beneficiaries are a common and costly problem. Marriages, divorces, deaths in the family…many life events can require an update. Use this simple email to remind clients to check and update the beneficiaries on their accounts.

Check Out the Campaign

View the Annual Review Email

Getting clients to schedule their annual review with you doesn’t have to take a ton of your team’s time! Make it easy with this simple, personalizable email that explains the value of an annual review and encourages clients to get on your schedule.