Performance Press
Are You Exceeding Clients' Expectations?
Every time you meet with a client in person, send an email or speak on the phone, you have an opportunity to impress. How do you continually build client capital? Are you constantly on the lookout for the needs and demands that your clients feel but have yet to voice? Delivering excellent, value-added customer service requires not only the talent to produce strong results, but also the listening [...]
Reach Out Through Social
Financial services professionals and organizations have been reticent to reach out to and engage their clients through social media platforms. This may be partly due to compliance fears, although a lack of familiarity with the channel could also be to blame. The Covenant Group blog is working to squash any fears that exist. A driving aspect of high-quality client service is doing whatever [...]
Serving Your Clients Through Multiple Channels
Communication is the focal point of customer service, and a failure to talk with the clients you serve is essentially a guarantee that the relationship will be shallow and short-lived. Research has indicated that people are integrating more technology when they reach out to the businesses that serve them. Social media sites such as Facebook and Twitter and online customer service chats are [...]
Engendering and Honoring Client Trust
Trust is the foundation of a financial advisor's relationship with his or her clients. Without it, how can you build a long-lasting connection and deliver advice and guidance that will help people achieve their personal and financial goals? The recently released John Hancock Trust Survey sheds some light on the close bond that people share with their advisors. Among a list of [...]
5 Questions to Answer in Developing your Strategy
1. What is your Business Model? Great companies describe the essence of what makes them unique in a simple and compelling manner. For Walmart, it is lowest price. Walmart revolutionized retailing by focusing upon operational excellence. The firm does a better job of supply chain management than any company in its space. As a consequence, they are able to ruthlessly drive down costs and [...]
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