FROM FIRST IMPRESSION TO FEARLESS PROMOTER
Each client interaction is a moment of truth which influences the perception and satisfaction of clients. Creating an enterprise-wide client service model engages the entire spectrum of client interactions that creates greater client loyalty.
The advisor of the future will need to be supported by an enterprise-wide client service model. This model augments the professional’s current relationships while creating a competitive distinction that will:
- Demonstrate ways that a Client Service Model can help to strategically market the firm
- Understand how value is created by developing and deploying a Client Service Model
- Influence the culture to adopt a greater client service mindset
- Advance the role of the professional while impacting relationship capital