client satisfaction

All posts tagged client satisfaction

3 Ways to Serve the Emotional Needs of Prospects and Clients

by Tiffany Markarian

It’s been proven time and time again – emotions drive decision making. By properly uncovering a prospect’s and client’s emotional needs, financial advisors can help them make rational, informed choices. You can help them avoid impulse decisions that may harm their well-being, such as letting an insurance policy lapse or coming out of the market at the wrong time.

11 Distinct Ways to Recognize and Appreciate Your Top Clients and Advisors

by Tiffany Markarian

When delivering “White Glove” service, it is important to consider recognition and client appreciation programs that celebrate your top clients, advisors, and centers of influence. It’s one thing to process and service someone’s business; it’s another to keep your top relationships loyal.