A Step-by-Step Course for Curating Your Signature Client Experience as a Financial Advisor

This live, interactive course will take you through the four phases of the client experience, helping you intentionally design each stage to create an authentic, high-impact, and referral-generating journey.

Week 1: The Foundation – Understanding the Four Phases of Client Experience & How Your Unique Strengths Shape Your Client Experience

• Overview of the four phases and how they shape client perception and loyalty.

• Identifying your brand’s core values and how they should be reflected in every phase.

• StrengthsFinder Assessment: Understanding how your natural strengths influence your client experience.

Week 2: Phase 1 – The First Encounter & First Impressions

• Designing an intentional prospect-to-client journey that builds trust from the start.

• Customizing your virtual and in-person meeting experiences to align with your brand.

• Crafting your welcome experience—from messaging to gifting and onboarding.

Week 3: Phase 2 – The Client Journey & Building Deep Engagement

• Designing clear, compelling client communication that keeps clients engaged.

• Creating a concierge-level service approach that enhances client satisfaction.

• Developing personalized touchpoints and WOW moments to make an impact.

Week 4: Phase 3 – The Ongoing Relationship & Retention Strategy

• Implementing a seamless follow-up and ongoing support system that builds trust.

• Designing an annual review process that strengthens long-term relationships.

• Crafting compelling agendas and resources that position you as a trusted advisor.

Week 5: Phase 4 – Turning Clients into Advocates & Generating Referrals

• Creating a referral-worthy client experience that feels natural and authentic.

• Leveraging client appreciation, strategic gifting, and high-impact events.

• Building a referral culture—encouraging advocacy without feeling salesy.

Week 6: Bringing It All Together – Your Signature Client Experience Blueprint

• Refining your signature client experience framework using the workbook and exercises. Putting all the finishing touches in place.

• Putting your plan into action with an implementation roadmap and next steps.

What’s Included in the Course?

✅ Resources, templates, and a workbook to design your client experience step by step.
✅ StrengthsFinder Assessment to align your experience with your natural strengths.
✅ 1:1 Coaching Session with Lindsay Pitstick for a full review of your Strengths Finder results.
✅ Live, interactive sessions exclusively for female financial advisors to learn, share, and grow together.

By the end of this course, you’ll walk away with a fully designed, personalized client experience that fits you, your brand, and your ideal clients!

Leverage Your Strengths to Build an Authentic, Referral-Worthy Client Experience

Your client experience should be a reflection of you—your strengths, your values, and your unique way of serving clients. That’s why this course includes the StrengthsFinder Assessment, ensuring that the experience you design aligns with the most valuable aspect of your business—you.

As part of your enrollment, you’ll receive a StrengthsFinder code and a one-hour private session with Strengths expert Lindsay Pitstick, who will help you understand how to use your natural strengths to craft a client experience that feels effortless, impactful, and truly your own. This personalized review, valued at $375, is included with your registration, giving you the clarity and confidence to build a client journey that plays to your strengths and fuels organic growth

Option 1: Advisor Enrollment – $597 For financial advisors ready to elevate their client experience and drive organic growth, this enrollment includes:

Access to the live, interactive course – Engage in real-time learning with like-minded women in the industry.

Class recordings – Rewatch anytime for reinforcement and continued learning.

Comprehensive workbook & materials – Step-by-step exercises to craft your signature client experience.

StrengthsFinder Assessment & 1:1 Review with Lindsay Pitstick – A $375 value included to align your experience with your natural strengths.

This all-inclusive experience ensures you walk away with a fully customized client journey designed to set you apart and fuel long-term referrals.

Option 2: Advisor & Assistant Enrollment – $849

For the advisor who wants to bring their assistant along to create a seamless, team-driven client experience. This option includes:

Access for 2 in the live, interactive course – Engage in real-time learning with like-minded women in the industry.

Class recordings – Rewatch anytime for reinforcement and continued learning.

2 Comprehensive workbooks & materials – Step-by-step exercises to craft your signature client experience.

2 StrengthsFinder Assessments & 2,1:1 Reviews with Lindsay Pitstick – A $750 value included to align your experience with your natural strengths.

By enrolling as a team, you’ll ensure that both you and your assistant are aligned in creating and implementing a high-impact, referral-generating client experience.

Option 3: Advisor VIP Experience – $1,497

For advisors who want dedicated support beyond the course, this option includes everything in Option 1, plus the VIP Upgrade for hands-on implementation and execution support.

Everything in Option 1 – Full course access, recordings, workbook, and StrengthsFinder assessment + review.

4 Private Strategy Sessions with Alicia – Work one-on-one to refine, implement, and perfect your client experience.

Personalized execution support – Get customized feedback and coaching to integrate your new strategies seamlessly.

This VIP experience ensures you don’t just design a signature client experience—you successfully implement it into your business with expert guidance and accountability.