A short conversation (recorded May 26, 2025) about how a client portal and active community engagement support long-term client success. Speakers describe recorded coaching sessions, quarterly interactive webinars with breakout rooms, and peer/advisor communities that foster shared learning and accountability.
Chapters
How are we actually helping people and what do you see as some of the key advantages that they're able to participate and take advantage of once they get glued into the ecosystem?
We have our client portal, which is a goldmine of information for the client. We record all of our client coaching sessions. Another thing, we meet with our clients on a quarterly basis in a webinar style where people are invited to turn their cameras on, hop in in the chat box to ask questions, and engage with each other. We do breakout rooms where our clients get to chat with each other one on one about what they're doing with their system, how it's made an impact for them and their family. We have a really great client based community and a really great advisor community where we collectively are in this together.