Peggy Mengel - Customer Experience at DNA Behavior International
Discovering the Silent Killer
J.D. Powers and Associates just released the results of a survey that found 31% of financial advisors were “indifferent” about their work and have no strong attachment to their firms. Without a connection to their firm, these advisors are likely to be open to discussions with competitors.
What’s Certain is Uncertainty
As a financial advisor, you have done a good job of helping your pre-retired clients dream, define their ideal goals and manage a portfolio to achieve those goals. But that may or may not have anything to do with their reality.
Do You Really Know What Lies Beneath the Surface of Your Clients?
How can you customize your client experience when you may not even know who your client really is? Attracting new clients is all about the ability for you to quickly build trust. This involves understanding your client’s personality.
The One Thing Women Really Want
You’ve read all the reasons why targeting women as clients is lucrative. But what is the one thing that women really want from YOU, the financial advisor?
Why Customers Don’t Complete Your Survey
Trying to get to know your customers better? So are most companies. But their approach differs dramatically.
Want more results from Your Customer Surveys? Add a Little Personality
Your customer is the center of the universe. But what have you done lately to make them feel that way?
What is Your Employee Engagement Revenue Multiplier?
In the case of a large retailer research proved a mere 5% increase in employee engagement lead to a 1.3% increase in customer engagement leading to 0.5% more revenues.
The Three “E”s of a Great Team
Want a boost in team productivity? Do a check of your team’s three “E’s”: Energy, Engagement and Exploration.
Mind the Gap: Patterns of Communication Directly Linked to Team Success
While numbers can provide the bottom line story that CEO’s want to hear, the “how” of getting to a high level of team performance might surprise you.
Why Retailers Want to Read Your Mind
A recent USA Today article detailed the mix of initiatives that retailers are testing in order to target you with products and promotions that are likely to resonate with you. Why do retailers want to read your mind? Because they understand that if they enhance a customer’s overall experience in their store, their customers will spend more time and money.
Categories
- Behavioral Finance
- Behavioral Profiling
- Business Planning
- Career Development
- Client Engagement
- Client Experience
- Communication
- Couples
- Employee Enagagement
- Family
- Family Business
- Financial Personality
- Financial Planning
- Goals
- Hiring
- Know Your Client
- Leadership Development
- Life Purpose
- Marketing
- Money
- Passion
- Performance
- Philanthropy
- Practice Management
- Product Releases
- Quality Life
- Relationships
- Risk Tolerance
- Sports
- Talent Development
- Team Performance
- Trust
- Uncategorized
- Values
For more information, please call 1-770-274-0311 or visit http://www.dnabehavior.com.
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