{"id":6529,"date":"2025-01-20T16:39:03","date_gmt":"2025-01-20T16:39:03","guid":{"rendered":"https:\/\/www.blueleaf.com\/blog\/delight-clients-and-increase-referrals-with-4-lessons-from-walt-disney\/"},"modified":"2025-01-20T16:39:15","modified_gmt":"2025-01-20T16:39:15","slug":"delight-clients-and-increase-referrals-with-4-lessons-from-walt-disney","status":"publish","type":"post","link":"https:\/\/www.blueleaf.com\/blog\/delight-clients-and-increase-referrals-with-4-lessons-from-walt-disney\/","title":{"rendered":"Delight Clients and Increase Referrals With 4 Lessons From Walt Disney"},"content":{"rendered":"

Walt Disney was a business mastermind.\u00a0\"disney-world\"<\/strong><\/p>\n

He built a multi-billion dollar company with the simple goal to \u201ccreate happiness\u201d and always strived to deliver a Disney experience that would leave customers feeling better than they did before.<\/p>\n

With that vision, he turned a mouse named Mickey into an entertainment empire.<\/p>\n

One of Walt\u2019s many talents was achieving business success through customer engagement<\/strong>, and much of his advice can be closely applied to the world of financial advisors.<\/p>\n

Here are 4 top lessons you can take from Walt, himself.<\/p>\n

Information comes in 2nd place.<\/h3>\n

\u201cI would rather entertain,\u201d Walt said, \u201cand hope that people learned something than educate people and hope they were entertained.\u201d\u00a0Disney delights customers at every step.<\/p>\n

He did it right. While riding a magic carpets and fighting an evil wizard, Aladdin showed us that who we are is more important than what we own. Through song and adventure, Simba and his pals taught us that the mistakes of our past can\u2019t keep us from creating a better future. The smiles, the fun, the tears, the enjoyment all comes first. The lessons are secondary.<\/p>\n

Making clients engaged should be a fundamental priority. At the end of the day (or a meeting), experiences and emotions are more powerful than information and data. Don\u2019t ignore the human element. Delight them.<\/p>\n

Try-It Tip: Delight clients by offering to help them manage their held-away assets, before trying to bring them under management. Advisors have a unique circumstance in which you can service clients first, and manage second<\/a>.<\/p>\n

So clear a kid would understand.<\/h3>\n

Walt Disney mastered the art of clear communication. When was the last time you watched a Disney movie where you didn\u2019t<\/i> get the message? It doesn\u2019t happen very often because Disney has mastered the art of taking a powerful message and distributing it in a way that is clear.<\/p>\n

Clients come to you because they need your help, because there\u2019s a lot to know and consider, because it can be overwhelming. Keep them afloat by making everything as clear as possible. They don\u2019t need you to dumb down your message (they aren\u2019t children), but make the point incredibly clear.<\/p>\n

After all, would you rather work with the insincere schmoozer using unfamiliar jargon<\/a>, or the approachable collaborator who will break things down and make you feel comfortable?<\/p>\n

Try-It Tip: If you find an article that breaks down a difficult subject in a fun way, share it. It\u2019ll remind them why they work with you \u2013 you help and<\/i> delight them.<\/p>\n

They must come back, with friends.<\/h3>\n

Disney understood and valued the power of the spreading word. \u201cDo it so well,\u201d Disney said, \u201cthat when people see you do it they will want to come back and see you do it again and they will want to bring others and show them how well you do what you do.\u201d<\/p>\n

Happy clients tell their friends. It happens for Disney World, and it happens for advisors. Positive word-of-mouth is, along with your more concrete marketing efforts, a powerful, business-generating force. It all stars with delighting your clients, and doing it so well that \u201cthey will want to bring others and show them how well you do what you do.\u201d<\/p>\n

Try-It Tip: If you\u2019re not receiving referrals, you need to rethink why. Check out our free whitepaper: How To Turbocharge Your Financial Advisory Referral Program<\/a>.<\/p>\n

Deliver magic, or lose them completely.<\/h3>\n

Disney knew that his customers were everything; without an audience, his work would have no purpose. Parks are empty spaces if no one visits. Movies don\u2019t become \u201cchildhood classics\u201d if no one watches.<\/p>\n

To delight customers, and make them want to come back, every Disney employee is trained to make the guest experience a magical one. Similarly, you want to keep your clients wow\u2019d.<\/p>\n

Your services are about making your clients\u2019 financial lives better — listening to and meeting their needs. You work for <\/i>them, and with them. You, and every one of your employees, must take deliver your exceptional service with a hint of magic.<\/p>\n

Try-It Tip: Empower clients to create their own reporting magic. Get the story of how this happened to one advisor<\/a>, and why it grew his AUM by $1.5 million in a single morning.<\/p>\n

Can you make your office \u201cthe happiest place on earth\u201d? Meh, that\u2019s probably a bit ambitious. But still know that you can <\/i>affect how a client feels when they think about working with you, visit you, and talk about you. And the time to start delighting is now.<\/strong>
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