July 31, 2023 / by Don Connelly / Best Practices / 0 comments
Advisors who are in the dark about how their clients view their relationship or feel about the level of service they receive risk losing them to advisors who care about what they think. It’s not that you don’t care; it’s that your clients won’t know that you do if you don’t periodically ask them for their feedback.
Without direct and honest feedback from your clients, you won’t know what’s working and what’s not. You could be perpetuating a less-than-remarkable client experience that could drive clients away. At the very least, you won’t know the reasons why you’re not getting referrals from your clients.
Want to know how you differentiate yourself? Be the advisor who demonstrates a sense of partnership and commitment to the relationship by proactively asking for your client’s feedback. When you do, it’s an opportunity to learn how to improve and grow your practice and make your clients appreciate that you value their opinion.
Here are five ways you can gather valuable insights from your clients while deepening your engagement with them.
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5 Ways You Should Be Asking for Feedback from Clients
July 31, 2023 / by Don Connelly / Best Practices / 0 comments
Advisors who are in the dark about how their clients view their relationship or feel about the level of service they receive risk losing them to advisors who care about what they think. It’s not that you don’t care; it’s that your clients won’t know that you do if you don’t periodically ask them for their feedback.
Without direct and honest feedback from your clients, you won’t know what’s working and what’s not. You could be perpetuating a less-than-remarkable client experience that could drive clients away. At the very least, you won’t know the reasons why you’re not getting referrals from your clients.
Want to know how you differentiate yourself? Be the advisor who demonstrates a sense of partnership and commitment to the relationship by proactively asking for your client’s feedback. When you do, it’s an opportunity to learn how to improve and grow your practice and make your clients appreciate that you value their opinion.
Here are five ways you can gather valuable insights from your clients while deepening your engagement with them.
Read more
How to Become Top of Mind with Your Clients and Prospects
July 26, 2021 / by Don Connelly / Marketing Yourself / 0 comments
As a financial advisor, you can’t always be there when a client or prospect has a need. You can only hope that you’re the first person they think of when they want to discuss it or when one of your clients is asked to recommend an advisor. That’s where top-of-mind awareness comes in. If you can develop it effectively, your name is more likely to be the first to come to mind when they have a need.
Chances are, when you crave a cola, you think Coca Cola. That’s because Coke spends hundreds of millions of dollars on advertising to ensure you do. You want that same reflexive thought to occur with your clients and prospects, but you don’t have to blow out your budget to create similar top-of-mind awareness. The objective of a top-of-mind strategy is to be remembered, and you can accomplish that with five easy steps.
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