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October 21, 2024

Interview Loïc Le Foll: How can life insurance help to satisfy wealth management clients?

Interview Loïc Le Foll: How can life insurance help to satisfy wealth management clients?

Wealth management customer satisfaction depends first and foremost on the expertise and interpersonal skills of the advisor, but it also concerns all the players involved in providing products and services.

As life insurance is the flagship product in wealth management, its impact on customer satisfaction is decisive.

 

For Loïc Le Foll, ‘customer satisfaction is everyone's business’, and he develops this idea by addressing several aspects:

- The essential role of the advisor

- Life insurance, the flagship product of wealth management

- The need to involve all players in the service chain