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Checklist for Improving Customer Relationships

From category Practice Management
To avoid continuing having this goal sent to the backburner, feel free to take advantage of the check list NEXT has offered below.To avoid continuing having this goal sent to the backburner, feel free to take advantage of the check list NEXT has offered below.

Accomplishing goals requires determination, persistency and time to evaluate progress as well as modify strategies that have been set in place. One goal that many advisors have year-after-year, is to strengthen relationships among customers. To avoid continuing having this goal sent to the backburner, feel free to take advantage of the check list NEXT has offered below:

More in-person communication — In-person communication helps strengthen client ties and build trust. Try to meet with your clients face-to-face at least once quarterly to discuss their financial plan and goals.

Increase the Amount of Learning Opportunities — Stay connected with your customers by constantly providing learning opportunities to help them become more financially literate. Host seminars, create informative webinars or even put together an event and ask a fellow industry expert to come discuss relevant trends and topics.

Keep Your Website Up-To-Date — Your website provides your customers an outlet to learn more about your company. Make sure to update all of the information on your website frequently, such as upcoming events or changes within your practice.

Prepare before Meeting with Customers — Before speaking with customers on the phone, have your talking points organized and in order. Try to set goals of what you would like to achieve during each client call. Demonstrating that you have prepared for a call by doing your research will show that you are professional and value your customers’ time.

Be Proactive — Before you conclude any meeting, try to schedule their next appointment. This will show that you are committed to following up with them on a regular basis.

Ask for Feedback — Askyour customers, as well as your employees, what they think could be improved regarding your practice. Seeking feedback from a different point of view may expose you to new enhancements that could possibly increase the value of services you offer.

For more on building your customer relationships, read our digital white paper “65 Ways to Engage with Your Clients.” Email marketing@nextfinancial.com to request your copy today!

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