Delight isn’t luck. It’s a system.

The 3 ingredients to delivering an investor experience worth raving about

Montoya outlines three things every top-tier client experience needs (paraphrasing here from The Brand Called You):

1. A system.
   You can’t just wing delight. It has to be repeatable. Every investor should get the same great experience.

2. Client insight.
   You have to know what your investor clients want—what frustrates them, what makes them feel heard, and what ma…