BEFORE YOU BUY: - Have recent hiccups in client experience cost you money? - Do you need an easy to follow process to keep your ideal clients happy? - Is your team struggling to understand their individual roles in client experience? - Do you want to turn your best clients into strategic advocates?
If these questions stir you to action, then this course is for you. It will take you step-by-step, week by week, through a client experience framework designed just for you and your firm. You will learn how to build an ideal client experience system so you never drop the ball again. Let's go!
INCLUDED: Articles. Exercises. Videos. Tutorials. Web-links. 1:1 Meetings with a Growth Advocate. A complete online, self-guided learning course that is updated often and designed exclusively for business leaders who love people and want to provide epic client experience.
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A BOOK TO HELP YOU!
Learn how to put your own Ideal Client Experience into a playbook!
Let's put client experience into a fool-proof system so your team never drops the ball again!
First, we will clearly define your ideal client. Some people call this your ideal client avatar. It is a profile that summarizes your best client, colleague, and teammates.
Then we will put a playbook together that guarantees the best experience for your perfect clients. This is an SOP manual for advisory-based businesses. The end result? You will turn your best people into your best advocates, and grow your business from the inside out!
As a business coach, I can help you attract the right people, inspire your team, and balance your life at the same time. You could try to get all the help you need from a book, but I suggest a person, not justideas. Information can be found online, but wisdom is found in people.
You can't keep holding on to how it used to be. You can't stay where you are because it feels...
WHO I HELP
I specialize in helping financial advisory firms. Some other owners may qualify:
You don't make widgets, you are the widget.
You are on a people-first mission.
You don't sell stuff, you sell strategy.
You are hungry to grow!
I get you.
Hi, I'm H.B. Pasley. I have been on a mission serving people my whole life. Now, I serve as a Growth Advocate℠ for business leaders who want to grow in the right direction ... with the right people.
I honed my skills as a message designer in publishing and in public presentations. I have banged my head on leaders' problems in countless ventures. As a Christian nonprofit founder and executive, I learned a lot about building trust in order to deliver value. I learned a great deal about the critical purpose of client experience working in the financial services industry. I distilled healthy growth solutions from almost four decades of leadership experience, and now I get up every day thinking about how I might help you in your leadership journey. Here is my short bio.