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.
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.
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.
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?
Trying to get to know your customers better? So are most companies. But their approach differs dramatically.
Your customer is the center of the universe. But what have you done lately to make them feel that way?
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.
Want a boost in team productivity? Do a check of your team’s three “E’s”: Energy, Engagement and Exploration.
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.
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.