/ by Don Connelly / Managing the Relationship / 0 comments
Great client service should be a given. But according to a recent study from Cerulli Associates, less than a third of advisors strongly agreed that their practices go above and beyond to serve their clients, or that their clients offer repeatable and consistent client experiences.
At the same time, 72% of advisory firm principals say client service is a key differentiator.
Folks, if 72% say great service is a differentiator, it’s no longer a differentiator. It’s now the industry standard.
That said, some firms are clearly doing a better job than others. And those are the firms that are attracting bigger clients, with more assets to manage.
Let’s have a look at what they do differently and what are some key components to delivering great client service.
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The 4 Pillars of Great Client Service
/ by Don Connelly / Managing the Relationship / 0 comments
Great client service should be a given. But according to a recent study from Cerulli Associates, less than a third of advisors strongly agreed that their practices go above and beyond to serve their clients, or that their clients offer repeatable and consistent client experiences.
At the same time, 72% of advisory firm principals say client service is a key differentiator.
Folks, if 72% say great service is a differentiator, it’s no longer a differentiator. It’s now the industry standard.
That said, some firms are clearly doing a better job than others. And those are the firms that are attracting bigger clients, with more assets to manage.
Let’s have a look at what they do differently and what are some key components to delivering great client service.
Read more
Don’t Get Left Behind – Embrace Technology Today!
/ by Kirti Anand Sharma / Connelly Corner / 0 comments
Believe it or not, we are in the middle of a revolution that is changing the way we interact, make decisions and do business.
According to eMarketer, by the end of 2014 the global Smartphone audience will reach approximately 1.75 Billion users.
Have you ever wondered who these people are anyway? They are your friends, family, clients, prospects and competitor Financial Advisors.
And why do Financial Advisors embrace new technology? Being just one tap away from almost anything offers you more opportunities than ever:
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