Finding a New Professional Service Provider

Recently I decided to look for a new dentist. My long-time dentist had decided to retire and sold her practice, and I quickly learned that the new dentist did not have the friendly, caring demeanor I preferred.

So, I asked my periodontist (who is also a friend) for a recommendation. After a discussion of what I was looking for, he emailed contact information for three dentists, along with this comment, “I tried to keep my list of recommendations with a high priority on technical excellence, kind/ethical practices and geographic proximity.”  Yes, that’s exactly what I wanted!

Of course, my next step was to check out the candidates’ websites. All of them have attractive sites with the information you might expect – credentials, services provided, areas of specialization, pictures of the team, etc.

But on the site of the dentist I chose, I found much more of a spotlight on their patients (who they are, what they need, how they feel), the types of relationships they build with them, and what my experience would be like, confirmed by comments from their patients.

My first appointment did not disappoint! The receptionist knew who I was, greeted me by name and introduced herself. Since they were already set up to have new patients complete and submit the intake forms, all I had to do was sign the digital pad acknowledging that I had received and submitted all the necessary “paperwork.” My X-rays and history had been transferred from the former dentist. It was that easy!

They had already told me that my dental hygienist would be Teresa. “You’ll love her,” they said on the phone. And they were right! First, she escorted me through the office, which was already familiar as they have a Tour Our Office page on their website.

Of course, she asked the requisite questions about my general health and dental history. But she was just as interested in learning about me as a person – my work, my family, what I enjoy doing – the kinds of questions you ask when you meet someone you really want to get to know.

By the time I met Dr. White, I was already sold, so it was no surprise that he sat down with me and talked through the questions I had, carefully explained potential solutions, and advised on which ones he thought would be most appropriate for me. A very pleasant experience and a smile on my face as I left the office.

Isn’t this the kind of experience all of us want our new clients to have? Here are a few questions for financial advisors and planners:

  • Do your advocates describe you as someone with “a high priority on technical excellence and kind/ethical practices”?
  • Do prospective clients see a noticeable focus on your clients and their experience as they review your website?
  • Do you make it easy for someone to become your client, and is it obvious that you and your team care as much about them as people as you care about their money?

By the way, if you happen to live in Knoxville, Tennessee, and need a new dentist, I can absolutely recommend Dr. Brad White at Knoxville Dental Care.

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