Client Experience Model

CFG’s Client Experience Model gives advisors in the Financial Planning Mastery Division a structured framework of touchpoints, best practices, and ongoing engagement designed to strengthen client relationships and elevate the overall experience.

Client Experience Model

Experience Model Calendar

JANUARY

  • FPE Quarterly Email & Book

FEBRUARY

MARCH

  • Client Event for A’s & B’s Option 1
Event suggestions: Small intimate dinner, coffee chat, attend a sports game, golf, pickleball, financial literacy seminar, networking event, happy hour, local community experience, wine tasting, cooking class, or holiday party

APRIL

  • FPE Quarterly Email & Book

MAY

JUNE

  • Summer Reading Book for A’s & B’s

JULY

  • FPE Quarterly Email & Book

AUGUST

SEPTEMBER

OCTOBER

  • FPE Quarterly Email & Book
  • Client Event for A’s & B’s Option 2
Event suggestions: Small intimate dinner, coffee chat, attend a sports game, golf, pickleball, financial literacy seminar, networking event, happy hour, local community experience, wine tasting, cooking class, or holiday party

NOVEMBER

DECEMBER

* Provide birthday wishes and life event outreaches as they happen (cookies/gift for A's, calls for B's, and texts for C's).

** Personal connectivity for A's and B's once per year at a time that makes sense.