In our final video of the series I explore whether it’s possible to measure something that seems so intangible as “client experience” and provide an simple but effective framework and formula for doing so.
In this, the penultimate video in our 9 part series on delivering an outstanding client experience, I explore the role that outsourcing can play in helping you stay focused on delighting your clients, including the 4 keys to building successful relationships with your outsourced service providers.
In this video, part 7 of our 9 part series on delivering an outstanding client experience, I explore the importance of employee engagement in delivering outstanding client service, and the strategies you need to keep your people focused on doing just that.
In this, the 6th video of our 9 part series on how advisers and planners can deliver an outstanding client experience that will build client loyalty and trust, I examine the 4 key behaviours that build trust in the adviser/client relationship.
In the fifth part of our specially commissioned series of videos of how advisers and planners can deliver a first class client experience, I explore why regular reviews are key to building profitable long term client relationships.
In this, the 4th of our 9 part video series for financial advisers and planners on delivering an outstanding client experience, I explore the concept of developing and mapping the “client journey” through the advice process.
This is the third of our nine part video series for financial advisers and planners on delivering an outstanding client experience. In this video I look at how to go about establishing what clients want from you.
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.
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 …
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 …