Customer Service

The “Happiness Ratio”:

OVER-Deliver / UNDER-Promise Your client or customer wants to see a report as soon as possible.  It’s almost impossible for you to have it ready before next Wednesday, but under pressure, you promise it to her by this Friday. “Why did I do that?” you ask yourself.  Your intentions were good.  You didn’t want her…

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How NOT to Succeed in Business

I consulted last week with a financial advisor I’ll call Alex, who had two concerns: (1) He was feeling “overwhelmed”, and (2) he was not happy that his income was “inconsistent”.  2012 would be a great year for him, he told me, if he could only solve these two problems. I learned that Alex had

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Clients Crave Communication

In my book, Become A Client Magnet, there are two chapters devoted to a fictional Sales as a Martial Art class, wherein the wise old blind Master is enlightening the Young Professional. During one of their interactions, the two discuss the Four Swordsmen of Client Service: Respect, Empathy, Action, and Communication.  When all four are

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16 Disciplines

I suppose it would have been more fun if I called them 16 “hot tubs” for advisors, or less intimidating if I called them “practices,” but after 17 years of working with and observing how the most successful advisors, it's clear that there are branches of knowledge involved. 

 

Practice these simple 16 disciplines daily and watch how quickly and easily your practice grows.

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