What’s the most powerful question you can ask someone? A trusting relationship is built on each person’s ability to see things from the other person’s perspective – to know what this person perceives and values.
Tag Archives | client experience
We’ve Always Done It This Way
Whether you are training a new hire or reestablishing new rhythms after returning to the office, now is the perfect time to take a fresh look at the way you’ve always done things.
Finding a New Professional Service Provider
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?
Welcoming Your New Client
Congratulations on your new client. Time to welcome them to your practice.
Survey Says…
Your clients are doing you a favor by completing your survey – the easier you can make it, the better!
Best Practices for Client Meeting Notes
For financial advisors and planners who want to improve the quality of your client meeting notes, here is what what to do before, during, and after a client meeting.
Can You Make It Easy?
According to the Fogg Behavior Model, you’ll do hard things when your motivation is high. Similarly, you’ll likely act even when your motivation is low if something is easy to do. For financial advisors and financial planners, how can you make it easy for your clients?
Who Sets the Standard?
Crafting clear standards of care and sharing them with your clients establishes a framework for them to understand the purpose and value of each and every interaction.
What is an Excellent Client Experience?
For financial advisors and financial planners, the advice you provide is your product. This is what your clients are paying for. Your service is everything that surrounds and supports the delivery of that advice.
What Am I Going to Get?
Well-defined standards of care show everyone exactly what your clients will receive from your practice.