Articles about Customer Service Practice Management
- Caring Staff=Loyal Clients
Get your staff to treat your clients right and you’ll have clients for life.
- Go Slow—Become Friends
Good relationships will help you build referral partnerships, win more clients and bring them back time and time again.
- Setting Service Standards
A key step is to give your staff specific customer-service goals.
- Understanding Your Report Card
You asked for client feedback, and you got it. Now it’s time to analyze the results.
- Keep Your Clients Front and Center
Leadership is the key to providing great customer service for your clients.
- A Little More Conversation
Understand your clients’ needs better by letting them do the talking during the factfinder.
- New Business? Or Now Business?
Instead of chasing new business, focus on your current clients and watch your business grow.
- Timely Connections
Webpage monitoring tools can keep you up-to-date on your clients and centers of influence.
- Thank You Very Much
You send out thank-you notes, but what about those super clients who deserve an extra touch?
- The Un-Sale Sale
Success is about finding out what someone needs and designing a way to make it happen.
- Six Secrets to Stellar First Impressions
Make those first seconds with your prospects count with these tips.
- Clients Forever
Advisors with near 100-percent client-retention rates share eight of their secrets of success.
- The Customer Is King
He is a valuable commodity and should be treated as such.
- Handling High Risk Clients
Clients who are too risky can be a drain on your
business—here’s how to rein them in.
Speed, flexibility, security and privacy will change they way you do business. Are you ready for the challenge?
- Relationship Is Key
Middle America wants sound advice from someone it trusts.
- Is Anybody Listening?
Keeping your ears—and eyes—open when a client is speaking pays big dividends.
Lowest rates ever? Not so fast! Those 1-800 quote services are lacking in, well, service.
- Getting and Keeping Customers
You need to adopt a high-tech, high-touch approach if you want to attract new clients and successfully manage your existing customer base.
- Attitude Is Everything
It may not be what you say, but how you say it.