client service

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 321 other followers

sidebar_tony

Other useful resources

Facebook: 2831, Twitter: 13061, LinkedIn: 689
professional-services
Maybe You Should Stop Selling “Service”
by Tony Vidler        Here’s a wild thought for financial services providers: maybe you should stop selling service.  Sell your products by all means. Sell advice and the different outcomes it can create. Sell time…but maybe stop selling service.   Professionals sell time and knowledge primarily, but with many financial advisers finding they are unable […]
Read more.
important or urgent
Priorities: Which urgent AND important person comes first?
by Tony Vidler        The classic urgent AND important dilemma: your best client is on the phone talking to you.  An incoming call from your top Centre-of-Influence comes in while talking to your best client.   Do you “end and accept” – hanging up on your best client?  Do you ignore your COI? Are you […]
Read more.
importance of frequent contact
The Importance of Frequent Client Contact
by Tony Vidler        Advisers underestimate the importance of frequent client contact  and “Frequent contact” is in itself a phrase that is interpreted differently amongst advisers.   So how often is “frequent”?  How often is often enough?  For a long while the mantra was “be in touch every 90 days”, but that was in a […]
Read more.
The 4 Actions Needed To Create A Personal Service System That Pays Off
by Tony Vidler        An ongoing challenge for any service business is to create “Mass Personalisation”, or something akin to a factory production line that delivers constant quality efficiently, but which still feels personal to the end user.   In professional services it is creating and efficient and affordable business system that allow mass actions […]
Read more.
Actually Using The Pareto Principle To Improve Service And Profit
by Tony Vidler        Everyone has heard of Pareto’s Principle by now, but are you actually using it to improve  profit…or improve service….or is it actually “improve service to improve profit using Pareto”?   It is the latter. Undoubtedly.   Improving service leads to greater retention, or longer duration of client engagement & revenue.  Improving […]
Read more.
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.
Should you be marketing to your existing clients?
by Tony Vidler        What do you want most from your marketing: 1.  More customers, or, 2.  More revenue?   Most marketing efforts are aimed at trying to convince strangers to bring their business to you.  New clients are good of course, and are in fact vital for the long term success of a business.   […]
Read more.