31. Happy Advisors, Happy Clients: The Key to Better Client Experiences with Steph Condra

What if larger financial firms sought to understand their advisors the way advisors seek to understand their clients? Steph Condra shares how this approach has landed Wellington-Altus the top spot on the “Top-Rated Investment Dealer in Canada” list six years in a row. As the Chief Experience Officer at Wellington-Altus, Steph walks us through how their advisory discovery process mirrors their client discovery process and helps create a culture of respect, appreciation, and collaboration. She also talks about why she believes behavioral finance is the only differentiator left in the business, (and don’t miss her story about how the price of peanut butter led to a lesson in anchoring for her mother!).Connect with us! Steph Condra on LinkedInWellington-AltusMarla Sofer on LinkedInKnomee