There is a lot of talk about meeting client expectations and what happens to relationships when expectations aren’t met. Maybe our family is under an ill-favoured star, but we seem to be getting first-hand experience of failed expectations.Some five weeks ago, daughter Kate ordered some stools for her new apartment. She was having a housewarming […]
Roberta Quentin believed her clients were generally satisfied with the level of service they received from her. But there was no evidence — beyond the absence of negative feedback — that her clients were truly wowed by her service. While learning about the merits of a service-level agreement, she learned that:> in today’s competitive marketplace, […]
Understanding the unique characteristics of women and their circumstances is key
An approach tailored to the individual is the most effective
Document ensures you’re meeting expectations, opens lines of communication and paves the way for referrals
There’s more to knowing your clients than asset levels and risk tolerance; personality determines the ideal relationship style
Deliver the news in person, be diplomatic and be prepared; consider what questions the client might have
The future of financial advising is in knowing all about the niche you serve
Firm hid IPO allocations to preserve clients' anonymity