What does it truly mean to provide a world-class client experience?

In this episode, Ana Trujillo Limón, Director, Editorial at Carson Group, speaks with Sarah Cain, VP of Carson Coaching.

Together, they unravel the art of moving beyond the basics of financial services to create interactions that clients rave about. Listen in as they explore how small, intentional actions can leave a lasting impact on client relationships.

Ana and Sarah discuss:

• The significance of creating a world-class client experience
• Powerful components that shape exceptional client interactions
• Strategies for enhancing onboarding processes
• Leveraging technology to meet modern client expectations
• The role of continuous education in client relationships
• Effective ways to collect and act on client feedback
• And more

Connect with Ana Trujillo Limón:

• Carson Group LLC
• LinkedIn: Ana Trujillo Limón

Connect with Sarah Cain:

• Carson Group LLC
• BeneForza
• LinkedIn: Sarah Cain
• Calendly: Sarah Cain

About Our Guest:

Sarah Cain is passionate about using proven strategies to help business owners create and grow strong businesses that balance purpose and profit. She challenges successful entrepreneurs to build more sustainable businesses and is a strong advocate for B Corp certification.

Prior to joining Carson Group Coaching in 2016, she spent over a decade at a $750 million hybrid RIA firm in Kansas City, with successive roles, including Chief Operations Officer. Her tenure as COO involved overseeing strategic projects and managing a team of internal stakeholders in the areas of technology, client service, financial planning, and back-office roles such as trading and new business coordination.

Send us your questions, we’d love to hear from you! Email us at framework@carsongroup.com.