client service process

SEARCH BY SUBJECT AREA

Get financial adviser coach blog updates via email.
Enter your email address to follow this blog and receive notifications of new posts by email.
Join 301 other followers

sidebar_tony
Facebook: 2831, Twitter: 13846, LinkedIn: 689
If Your Advisory Practice Survives, Heed This Lesson
by Tony Vidler        One lesson each financial advisory practice should take from 2020 already is this: YOUR cashflow and emergency reserves are your lifeblood.  That’s the same advice you give clients huh? For advice firms though, reliance upon short term new sales results or new client acquisition is deadly….irregular cashflow is the business equivalent […]
Read more.
How to build a good Advisory Practice client service system
by Tony Vidler        Good service is good business. For financial advisers, service really IS the business, because that is how you build capital value.  Great clients who stay with the firm when ownership changes is your retirement plan isn’t it?   How do you build a good system of service though that ensures you […]
Read more.