Category Archives: Customer Service

The Key Difference Between Wanting & Receiving Referrals (and it’s not asking!)

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Prefer to listen over read? Check out this short video!

We talk a lot in the financial sphere about differentiators—what makes you unique? Why should a client choose you over another advisor? Taking this one step further, why would a current client recommend you to their friends and family? 

The answer is your client experience. 

The number one new business driver for financial professionals is referrals.

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How Do I Get People To Talk?

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When I started in business I thought (naively) that if I am good at what I do that word will get around. I have since realized that people don’t spend their time talking about things that are “good.” People don’t find a reason to talk about the things that are supposed to be there (i.e. good marketing, sound investments, good service, good food, etc.). It’s not exciting enough to work into a conversation.

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10 Unique & Meaningful Gifts for Clients

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The holiday season is in full swing and shopping deadlines are just around the corner. Trees are up, lights are hung on houses, and the malls are packed full of shoppers. This time of year reminds us all of who we are thankful for and as an advisor, the holidays are a perfect time to show your clients just how much you really appreciate them! However, finding the right gift for your clients can be a struggle.

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Do Clients Recognize Your Greatness?

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If your clients are not talking about how great you are – perhaps, just perhaps, they don’t recognize all that you do. If a client has been working with you for several years, do they recognize all the above and beyond activities that are being done for them or do they consider it just regular service? Do your clients know how unique you are compared to the competition? Do they have something interesting to tell their friends and colleagues about what you do?

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Annette Bau: Discover Your Worth Barometer

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As the creator of MillionaireSeries.com and PMA360.com, Annette shares the ideas behind her programs. Along the way, she realized that everything has a set of formula – getting rich, becoming healthier or getting successful. And in this episode, she’ll talk about the 3 components which make up the success formula.

She then talks about the belief system and the inner game that’s happening in all of us. Then, she explains the importance of reaching the Alpha stage – a certain mental level high-performers can easily tap into.

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