Your clients are doing you a favor by completing your survey – the easier you can make it, the better!
Tag Archives | client experience
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.
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?
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.
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.
Well-defined standards of care show everyone exactly what your clients will receive from your practice.
If you are frequently frustrated when others don’t meet your expectations, take time to address the following questions.
As a financial planner or financial advisor, one of the best ways to show your value is through the power of transformation. How have you helped your clients achieve their financial goals?
Financial advisors and planners can use the lessons from 2020 to be much better prepared for 2021.
A three-step process for financial advisors and planners to ensure things don’t slip through cracks with service requests.