/ by Don Connelly / Managing the Relationship / 0 comments
One of the things I’ve observed over the years is that good service does not sell. Great service sells.
Watch this video to hear Don explain how to make your service great.
One of the firms I really admire has done something that is so good that when you put together your service proposal, you have to refer to it.
The firm is Cadaret Grant. The late Mac Cadaret was a wonderful guy, Art Grant is a friend. The men and women that work there have built a tremendous organization. They took the time and the presence of mind to ask clients what top ten things they wanted from their advisors. I thought you’d like the answer.
Read more
10 Things Clients Want from Their Advisors
/ by Don Connelly / Managing the Relationship / 0 comments
One of the things I’ve observed over the years is that good service does not sell. Great service sells.
Watch this video to hear Don explain how to make your service great.
One of the firms I really admire has done something that is so good that when you put together your service proposal, you have to refer to it.
The firm is Cadaret Grant. The late Mac Cadaret was a wonderful guy, Art Grant is a friend. The men and women that work there have built a tremendous organization. They took the time and the presence of mind to ask clients what top ten things they wanted from their advisors. I thought you’d like the answer.
Read more