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Thursday
Nov082012
Thu, November 8 What To Do When You Get A Referral
I spend a lot of time coaching advisors on how to attract referrals. Let me take a minute and discuss what to do when you receive one.
Entries in client satisfaction (7)
Thu, November 8 Friday
Aug102012
Fri, August 10 Treating Your Staff Right Will Improve Customer Service
If you want to raise your level of customer service, look inward before you look outward. Advisors who want to do more business with clients and attract new clients will frequently (and correctly) focus on evaluating their customer experience. It is a good idea to make sure that you are thrilling clients before adding additional services or looking for new clients. Even before that, however, give some attention to the experience of your employees.
Thursday
May312012
Thu, May 31 New Schwab Study Shows Why Clients Have Been Moving
Clients weren't getting what they wanted, and they want to address more than the portfolio.
Friday
Apr202012
Fri, April 20 Curian Makes A Common Mistake In Explaining A Drop-Off In Referrals
A volatile or declining market is too easy and superficial an explanation why clients are not referring.
Friday
Apr132012
Fri, April 13 Reason #27 To Get Client Feedback – Your Clients Don't Like "Fee-Based”
Advisors who don't seek client feedback don't know what their clients want, they know what the advisor thinks they should want.
Friday
Aug052011
Fri, August 5 How to turn a down market into client loyalty
The stock market dropped 5% yesterday, wiping out gains for the year. While this is bad for portfolios, it doesn't have to be bad for your client relationships.
Wednesday
Jun152011
Wed, June 15 IPI study: advisors think their service is better than their clients do
A recent IPI study reveals 63% of ultra high net worth investors are fully satisfied with their advisors and that, shocklingly, 95% of advisors believe their clients feel that way.
