In this episode of Obsessed With Success, Russel Morgan explains why client experience is the real driver of loyalty, referrals, and long-term growth. Russel shares how his firm has built systems around communication, personal touch, and feedback, and why simple details like handwritten notes can have lasting impact.
Key Timestamps
02:00 – Why marketing isn’t enough without strong client experience 04:30 – The power of referrals and repeat business 05:00 – Key touchpoints in the client journey: beginning, during, and after 07:30 – Communication as the most important detail clients value 10:00 – Why AI and automation can’t replace human touch 13:30 – How reviews and client feedback shape reputation and growth 15:00 – The importance of following up after services end 17:30 – Small gestures like handwritten notes that make a big impact 19:00 – Simple questions to ask when auditing your client experience
About the Show
Obsessed with Success is a podcast dedicated to empowering business owners, legal professionals, and families to achieve lasting success through strategic planning. Russel Morgan, principal attorney and founder of Morgan Legal Group, the show provides actionable insights into estate planning, wealth preservation, and business growth. With expert advice and real-world examples, Obsessed with Success guides listeners toward building sustainable legacies and thriving practices.
For more tools and insights, visit morganlegalny.com.
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