Episode 44: How to Improve Your Customer Experience Process, with Courtney Babiak

Before entering the financial planning industry, Courtney worked in City government for the duration of her career in Human Resources. Courtney has been in the financial industry since 2012 and joined the Troxell Financial team in 2016 in which she creates, maintains and enhances the ongoing operations and project management within the firm as well as serving her individual clients. She is devoted to helping her clients and the Troxell Financial team, envision their goals and develop a plan and process to pursue them. Courtney specializes in financial planning for women and special needs planning.

Courtney is married and lives in Springfield, IL with her husband Mike and two children Lillian and Bennett. While Courtney is not working with clients and spending time with her family, she enjoys exercising, reading, volunteering with United Cerebral Palsy and most of all, the outdoors, especially by the water.

What you’ll learn about in this episode: Customer experience processes that can foster better relationships How to grow a business through referrals without spending too much on marketing Standing out from the pack but focusing on service and finding your niche Using the most robust CRM system possible to grow your business Managing massive systems through technological automation Coordinating data entry and analytics across your operations divisions Empowering client-facing team members with the most comprehensive systems Focusing your time well and working to staff strengths Using good systems to enhance client relationships Ways to contact Courtney: Email: [email protected] Website: www.troxellfinancial.com LinkedIn: Courtney Babiak

A transcript of this episode is available here: systemexecution.com/how-to-improve-customer-experience-process