Begin Building Your Client Experience System With The Client Contact Map Exercise

Step 1: Download the Excel worksheet below.

Step 2: Watch this video to learn how to use the worksheet.

Step 3: Implement your custom Client Experience System.

Refine Your Client Experience System With The Revenue Model Matrix Exercise

Step 1: Download the Excel worksheet below.

Step 2: Add your clients to the worksheet and segment using the following criteria: 

Advocate: A client who has either referred or introduced you to a new HNW relationship in the past 18 months.

Client: A relationship where you are handling all of their finances.

Customer: A relationship where you are handling only some of their finances.

Add-on: A relationship where you are handling their accounts because of a relationship they have with one of your other clients.

Step 3: Systematically review the worksheet identifying opportunities to turn Customers into Clients and Clients into Advocates.

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Email. rcwhatley@rcwhatley.com

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