professional service

digital-marketing

Taking Charge Of Our Digital Moments Of Truth

February 25, 2022

So much is done via digital engagement today by our clients and prospects that there literally hundreds of “digital moments of truth” for our practice on a daily basis. A “moment of truth” is that…

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client-service

Maybe Financial Advisers Could Be Selling Coffee?

January 28, 2022

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…

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compliance-focus

Client Focus or Compliance Focus?

January 17, 2022

I support a compliance focus 100% ….but I support a client focus 100% too. All too often it is impossible to achieve 100% for both simultaneously though. Where does a professional compromise? Or does one…

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Client Contact Frequency: How much is enough?

December 13, 2021

The question of whether client contact frequency makes a discernible difference to the strength of the adviser-client relationship, or enhances the perceived value of the adviser to the client, is one which is still debated…

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