Spencer Barclay of Savology: “5 Ways To Create a Wow! Customer Experience”

Exceed expectations. There are many amazing products and services out there, yet I often feel underwhelmed by them when I first experience them. This is because of an overbearing combination of marketing copy and sales tactics have led me to believe that these products were bigger and better than I could ever dream and that they were the solution to every problem I would ever have when that is rarely the case. One of our investors has said multiple times that “disappointment is the sum of unmet expectations”. Instead, let the product speak for itself. Don’t be afraid to under-promise and over-deliver.

As part of my series about the five things a business should do to create a Wow! customer experience, I had the pleasure of interviewing Spencer Barclay. Spencer is the Founder and CEO of Savology, an online platform that provides fast and free financial planning. Spencer is a serial entrepreneur that has been involved in multiple financial related startup ventures. Spencer has a track record of growing successful companies and leading successful teams in larger organizations to deliver excellent customer experiences. He lives in Utah with his young family and is passionate about economics, entrepreneurship, golf, and football.

Thank you so much for joining us! Our readers would love to “get to know you” a bit better. Can you tell us a bit about your ‘backstory’ and how you got started?

Growing up, I always thought that I was going to be a lawyer. Over time, that changed from wanting to be a lawyer to wanting to run a law firm as a business. Eventually, I dropped the law component altogether when I discovered the excitement of business in all forms that I could participate in without the arduous grind of three years in law school.

While I was working on my undergraduate degree in economics, I started experimenting with small…