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Taking Charge Of Our Digital Moments Of Truth
by Tony Vidler Sooooo much is done via digital engagement today by our clients and prospects that there literally hundreds of “moments of truth” for our practice on a daily basis. A “moment of truth” is that instant during interaction with our firm when a customers expectations are tested. The rise of digital interaction means […]
Should Advisers Be Selling Coffee Instead Of Client Service?
by Tony Vidler Do you remember when petrol stations competed on client service? Fundamentally they were all selling the same basic commodity, at about the same price, to anyone who drove up. That included the regulars who lived in the area and who had high lifetime value and the out-of-towners cruising through who just […]
By Tony Vidler One of the best marketing ideas I have come across is the “Second Opinion” service. The concept is brilliantly simple, and firmly centred upon providing sound professional advice. You provide a service to the colleagues of your clients that is a professional opinion on the suitability of the portfolio, products […]