CJM for Wealth Advisor
Wealth management is more than just investment advice, as it can encompass all parts of a person's financial life. When you coordinate your clients’ money and plan their family's current and future needs, there must be hardly any time and energy left to think over the CX part of the business.
To help you get started with a wealth management journey map, we have a CJM template tailored for this industry. It covers the most common steps a person takes when seeking financial advice, as well as a sample persona that you may frequently encounter among your customers.