pat.spenner@capitalpreferences.com

About Patrick Spenner

Helping companies transform their go-to-market and commercial strategy; Challenger marketing expert and author; living the dream in the land of the long white cloud.

Take the Self-Test — How Client-centric is Your ESG Web Experience, Really?

2021-04-07T04:12:31+00:00

If your answer is, “Are you kidding me? See all the educational material we’ve got on our website! And just look at the product range we’re offering!” …then, you’re not wearing your client hat. And your prospective clients are probably punishing you for it. One of the unintended consequences [...]

Take the Self-Test — How Client-centric is Your ESG Web Experience, Really?2021-04-07T04:12:31+00:00

Wealth Managers: Is Your Personalization Strategy a Competitive Speed Bump or a Moat?

2021-04-07T04:10:37+00:00

Look at any recent ‘Trends in Wealth Management’ white paper, and you’ll see personalization feature heavily. (We’re guilty too—our latest is Purposefully Personal: Crafting a High-Growth ESG Client Experience. It’s got my wheels turning about what a winning personalization strategy looks like for wealth managers. Based on many conversations with wealth [...]

Wealth Managers: Is Your Personalization Strategy a Competitive Speed Bump or a Moat?2021-04-07T04:10:37+00:00

3 Questions to Innovate Your Client Journey for Scarce Attention

2021-04-07T04:11:53+00:00

Attention! Attention! Treat it like your most precious asset, because it is. Any financial services firm re-engineering its advice experience or crafting a new client journey should pay close attention to the changing physics of attention. The price advertisers pay for a standardized amount of attention (a blend of [...]

3 Questions to Innovate Your Client Journey for Scarce Attention2021-04-07T04:11:53+00:00