13th & 14th February 2020 in Sydney

 

THE

EXPERIENCE

IS

EVERYTHING

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Client Experience is emerging as the key area of focus that will help drive success for ambitious advice firms over the next decade.

It's one of the most obvious places where battle lines have been drawn between traditional advice models and the new world.
It's become clear that it's not about Robo vs Human at all.
It's about delivering a service that becomes a commodity, or engaging clients in something memorable, meaningful, valuable and shareable, and makes them feel.
Businesses who choose to make client experience their point of difference - moving clients to feel by design, using systems and technology that enhance human-to-human interactions will be the winners.
Yet here we are, in a heavily compliance driven environment, wanting to create highly systemised businesses, delivering a human-to-human experience and wanting it to be both rewarding and fun?

Is it even possible?

Why don't we find out first hand...

Why BridgeClimb?

In 1989, Paul Cave was inspired.
As part of a YPO event he'd scaled the jewel of Sydney Harbour - the bridge - and come down with an idea. He envisioned the worlds' first tourist bridge climb.
He took his idea to the four government departments responsible, and received over a hundred reasons why it couldn't happen.
Over the next decade, he solved every one of them, and BridgeClimb was born.
The climb is impressive, but the business behind it is a marvel.
From the moment you step inside, you're part of a human conveyor belt, onboarding you through all you need to know, ticking all the compliance boxes that allow the business to exist and thrive...
...and it feels fantastic.
A business backed by a highly systemised training system that allows them to equip staff with the skills needed to make it happen from scratch.
3.6 million people have climbed the bridge, and in February we'll do the same.
After all, how could we run a workshop about experience that didn't make it real?

 

REGISTER NOW

FEBRUARY 13th & 14th

WE ENGINEER YOUR EXPERIENCE.

We'll be working together not just to understand the client experience game, but to pull back the curtains about practically how advice firms large and small can deliver it.

At the end of the two days together you will have...

 

DAY 1

FOCUS DAY

WHY CLIENT EXPERIENCE IS THE DIFFERENTIATOR IN 2020
What it is, how it's being applied and the 3 models worth knowing
HOW TO FUEL YOUR CLIENT EXPERIENCE
Knowledge, data-driven insights that fuel experience and the 12 core value interactions.
THE CASE STUDY
Experience a remarkable experience at scale in a massively compliance-controlled environment (on the Bridge!)

DAY 2

IMPLEMENTATION DAY

IMPRESSIONS & EXPECTATION
Quick win, first 90 days strategies and the power of delicate interventions with new clients
SYSTEMISING & AUTOMATING THE X
Using team, data and tech to drive consistency and improve outcomes.
THE HOUR OF POWER
Review projects and get things started with the help of myself and your peers, before you leave the room.

 

GRAB THE WORKBOOK HERE           REGISTER FOR A PRE-WORK SESSION HERE

WHAT YOU NEED TO KNOW

Experiencing first hand is the most useful learning mode there is.

We've chosen BridgeClimb for a specific reason that relates to our topic of focus... though the fact it's awesome is a factor.
To make time for this though, we are making some changes to the order of events which are important to understand and act upon.
We'll be devoting the afternoon of Day 1 to experiencing BridgeClimb as both a business and the experience itself.
As a result, I'm asking everyone to do two key things before they attend which will maximise our productive time on the day.
To help, I'll be running webinars to help with:
  1. Updating your Strategy Focus Map to define your roadmap for the next 3-5 years. 
  2. Refresh your 12 Month Domino Plan, identifying your targets for the year (top row) and brainstorming potential projects.
This will enable us to focus down on the doing work, instead of just planning.
If for whatever reason you miss one of the support webinars, jump on a Drop In  so we can get it done in advance.
You can access all resources by logging in and visiting the Excelerator resource centre in your member console.
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