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Summary: Providing great customer service requires a dedicated investment of time, energy and resources, but the ROI can be huge if your efforts are well planned and executed. Below, we’ll focus on four customer service components that tend to consistently reward advisor efforts.
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Summary: If your workday is anything like mine (and I’d hazard that it is), you are inundated with e-mails—from clients, prospects, colleagues, vendors, friends, the list goes on. In fact, according to the Radicati Group, business users sent and received approximately 122 e-mails per day in 2015. With so much on your plate, you may not spend as much time as you should crafting a response to each message. But what if you did? Consider how much more effective your e-mails could be if you followed a few key principles—namely, readability, legibility, and scannability.
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Summary: From mid-May through July 2017, the personal information of approximately 143 million consumers was exposed during a long running data breach at Equifax (one of the nation’s three major credit reporting agencies).
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Summary: There’s no shortage of media coverage on cyber-security. The news of the Equifax breach is yet another example of how big this problem is and how exposed we all are. But is cyber-security even a useful term for wealth planning?
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Summary: Just as you help clients establish a plan for their financial future, a marketing plan is the foundation for your overall growth and future. However, for the same reason individuals put off creating a financial plan, many RIAs don’t have a marketing plan – they find the hardest part is just getting started!
