customer service

personal-service

How “personal” should your personal service be?

April 17, 2026

It is our livelihood in many respects, yet one of the vaguest phrases we use is “personal service”. What is a personal service is not necessarily the same as a personalised service, and what is…

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clients-you-don't-want

Some customers you just don’t want

October 31, 2025

Some customers you just don't want, because not all customers are good customers for you. Even some of those who look like they are commercially viable customers you just don't want

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important or urgent

Priorities: Which urgent AND important person comes first?

October 17, 2025

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…

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Using The Pareto Principle To Actually Improve Service And Profit

July 8, 2025

Everyone has heard of the Pareto Principle by now, but are you actually using it to improve profit…or improve service….or should we saying it actually “improves service which improves profit”? It is the latter. Undoubtedly.…

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customer service pays for financial advisors

Professional Service: There’s extra money in going the extra mile with your service

December 17, 2024

Often advisers forget how valuable the service bit is in their “professional service” business. Everyone has heard some story about how a business did well from going the extra mile for a customer…but rarely do…

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send-emails-how-often

How often is too often to send emails?

October 4, 2024

“How often should I send emails?” is the perpetual question asked by advisers who are beginning to build an engagement marketing system or lifting their client communications and services standards. There is not a magic…

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Client Complaints: Fight it, or just Fix It?

July 9, 2024

Client complaints are a fact of life. It is virtually impossible to run a service business where everyone is happy 100% of the time, as human beings are involved and they are unpredictable creatures with…

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The “services” bit in your service business just might be the best ROI

November 21, 2023

The standout burning issue for most professional services firms remains attracting and developing new business, and advisers have a lot of distractions. The thing that is often compromised is existing client service as advisers deal…

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