Your clients are doing you a favor by completing your survey – the easier you can make it, the better!
Tag Archives | client experience
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.
Five Questions to Delegate More Effectively
If you are frequently frustrated when others don’t meet your expectations, take time to address the following questions.
The Value of Transformation
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?
2020 Hindsight
Financial advisors and planners can use the lessons from 2020 to be much better prepared for 2021.
Don’t Leave Me Hanging
A three-step process for financial advisors and planners to ensure things don’t slip through cracks with service requests.