Loring Ward Advisor VR

Welcome to the Office of Tomorrow
An important part of your client experience is your office. Is it comfortable and welcoming? Does it facilitate conversation and education? Is it a place where clients enjoy spending time? Does it make you more referable? Does it provide the kind of experience your clients expect?
As experience expert Dennis Moseley-Williams, founder of DMW Strategic Consulting, asks:
“What would you have to do [to your office] to charge people admission to get in?
What can you do to make client meetings more engaging and satisfying and memorable?”

Loring Ward has incorporated some of the latest best practices that forward-thinking, experience-driven advisors have implemented in their own offices in the rooms you are about to explore. They include a reception area, conference room, and advisor office. Many of these features can also be incorporated into a two- or one-room office.

The Reception Area of Tomorrow
The reception area is your clients’ first impression of your office, and you want it to be as welcoming and comfortable as possible. Implementing just a couple of the ideas found in this room can significantly improve your client experience.

The Conference Room of Tomorrow
Your conference room is where you will typically spend the most time with clients and prospects, going through your Discovery (and Rediscovery) process, holding quarterly reviews, and making presentations. You want a conference room flexible enough to accommodate different types of meetings and client preferences as well as make it easy to present educational materials, reports, and analyses.

The Conference Room of Tomorrow
Your office is where you will do much of your work and planning so it should be enjoyable to spend time in and efficiently laid out. It should also be tidy — no stacks of paper. You want to set it up so you can hold intimate client meetings here or sign documents. Finally, your office should reflect your personality and achievements.

Advisor Training Videos
These role play videos reflect best practices for conducting important client meetings, including what to say, how to answer typical questions, and how to educate—and re-educate clients.

ARRIVAL AT THE OFFICE
Learn how to create a great first impression for prospective clients.

THE PROSPECT MEETING
Discover the seven things investors want to hear from you in an initial meeting

360 DISCOVERY MEETING
Find out how to conduct successful financial—and Life-discovery and how to use key tools such as the LifeMap

CLIENT REVIEW
Learn how to make a client review as impactful as possible, including rediscovery, education, and keeping clients focused on their long-term plans.

THE FEEDFORWARD SESSION
The FeedForward Session is an opportunity to gain input on how to improve your client experience AND educate clients on all you do as well as who you can best help via referrals.