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What financial advisors can learn from Amazon: Six steps for creating a better brand and client experience

December 12, 2018


By Cadaret, Grant & Co., Inc. and InvestmentNews

Amazon and other innovative tech-based giants such as Zappos, Uber and Lyft have revolutionized the way American business thinks of customer satisfaction. For financial advisors, the success of these companies offers insights and applicable takeaways despite the differences in scale and business models. This white paper will point to six lessons from these companies’ journeys, and how those lessons can be applied to a financial advisor’s business to create a competitive advantage.

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