SteveBillinghamConsulting

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Passionate about your business

Webcasts Webinars and Videos

Delivering an Outstanding Client Experience – Part 2

In this, the second of a specially commissioned series of 9 videos on delivering an outstanding client experience I explore the importance of being really clear about what your clients value about working with you.

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Delivering an Outstanding Client Experience – Part 1

This is the first in a series of 9 videos on how financial advisers and planners can deliver client experience and level of service that delights their clients, sets them apart from the competition and results in effortless referrals through word of mouth. In this first video we explore why “client experience” is so important …

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Developing Professional Relationships

This week I was interviewed by Abraham Okusanya of Finalytiq about my new book, Professional Partners Success Blueprint. We discussed why I wrote the book, why advisers don’t always enjoy the results they are looking for, what value advisers can bring to the relationship and whether it really is possible to establish multiple relationships. You …

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Profitable Practice Management – Part 9

Measuring what matters In this, the final video in the series, we look at how to establish the right management information metrics that tell you how well your business is REALLY doing. Measures that look beyond just revenue at productivity and profitability. We hope you have enjoyed the video series.

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Profitable Practice Management – Part 8

Delivering great client service In this, the 8th and penultimate video in our profitable practice management series, we look at what great client service looks like (and what it doesn’t look like) and share some of the key research findings about why customers vote with their feet.    

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Profitable Practice Management – Part 7

What clients need, want and value In this latest video from our 9 part series on profitable practice management for financial advisers and planners, we look at research that helps us to understand what client really need, want and value (and maybe even expect) from their adviser. We also offer suggestions about how you can …

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Profitable Practice Management – Part 6

Defending your fees In video 6 of our profitable practice management series we explore the tactics you can use to defend your fees when challenged by your clients, as you undoubtedly will be from time to time in the more transparent post RDR environment.

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Profitable Practice Management – Part 5

How to charge fees that reflect your value In this, the 5th video in our 9 part series on profitable practice management for advisers and planners, we look at the mindset required to make sure you are able to charge fees that really reflect the difference you make and the value you add.

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Profitable Practice Management – Part 4

The 4 C’s of Success In this, the fourth of our 9 part video series on profitable practice management for financial advisers and planners, we consider the 4 essential ingredients for success.

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Profitable Practice Management – Part 3

Executing the plan In this, the third in our 9 part video series on profitable practice management, we explore how to make sure you execute your plan effectively.

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