How to forge stronger client relationships

When you think of a business, you think of balance sheets and figures. But equally important is client servicing. To ignore this element could prove a dire mistake. Indeed, in today’s highly competitive business landscape, client servicing is more important than ever. News travels fast and bad service can hamper your chances of keeping your client base or securing new clients. In fact, a client’s perception of bad service can overshadow the entire financial advice/planning process, even if they enjoy a good outcome. What our industry needs to be aware of is that client servicing is...