What's Keeping You From Your "Perfect" Practice?
4) I am not consistently delivering on my promises to my clients and it’s costing me clients and an inability to get introductions.
Problem:
Your practice is getting out of hand. You are not backing up your brand as you would like. You are not walking the talk. You wonder what processes and services you must put in place to plug the holes in the boat before business starts slipping away because you are not delivering on your promises.
Your practice is getting out of hand. You are not backing up your brand as you would like. You are not walking the talk. You wonder what processes and services you must put in place to plug the holes in the boat before business starts slipping away because you are not delivering on your promises.
Solution:
We have developed a set of what we call “The Six Core Client Facing Processes.” The Process is about creating best of breed financial solutions designed to maximize your commitment to extremely high client satisfaction and to changes in the economic markets and your client’s lives. While the six processes; Engagement, Financial Planning, Risk Management, Consultative Investment Planning, Client Service and Client Planning & Review Meetings, are not new per se, we help deliver them in an exceptional fashion to create client engagement.
Our focus is an end-to-end set of processes that ensure consistent quality service delivery and the highest possible client experience because we know that clients who are HIGHLY satisfied vs. JUST satisfied are more than twice as likely to give you more business and be “referral friendly.”
These processes will enable you to deliver on a set tier-based “Client Service Promises” or deliverables to position you as delivering a unique “signature experience."
We have developed a set of what we call “The Six Core Client Facing Processes.” The Process is about creating best of breed financial solutions designed to maximize your commitment to extremely high client satisfaction and to changes in the economic markets and your client’s lives. While the six processes; Engagement, Financial Planning, Risk Management, Consultative Investment Planning, Client Service and Client Planning & Review Meetings, are not new per se, we help deliver them in an exceptional fashion to create client engagement.
Our focus is an end-to-end set of processes that ensure consistent quality service delivery and the highest possible client experience because we know that clients who are HIGHLY satisfied vs. JUST satisfied are more than twice as likely to give you more business and be “referral friendly.”
These processes will enable you to deliver on a set tier-based “Client Service Promises” or deliverables to position you as delivering a unique “signature experience."
If you are wondering what steps to take to grow your business, and what approaches and processes we have designed, I can help you take the next steps to get to the next level.