Have you instilled in your employees how vital it is to make the client feel valued and satisfied after every business interaction? Going a step further, have you given them the tools and the freedom to go the extra mile in client relationship management, and supported them when they do so?In a column for Entrepreneur magazine, Virgin Group founder Richard Branson promotes the importance of [...]
In an industry such as financial services, client relationships and trust between advisors and their clients serve as the foundation of doing business. Establishing client intimacy can also be a strategy for differentiating yourself from the competition.A person is unlikely to take your advice if he or she doesn't believe you have their best interests at heart. That said, managing your firm's [...]