Financial advisors who want real feedback from clients spend a great deal of time pondering how to get it. They do surveys using tools like Survey Monkey, hire consultants, send emails and directly ask clients how they are doing. Getting …
Category: Customer Service
Advisory Teams: Hunters or Farmers?
Use proven tools to make the best hire
Advisors and Client Segments
Advisors know a lot about their clients on an individual basis. Their assets, history, needs and wants, are normally well understood in order for the advisor to provide the best possible advice. However, many advisors still do not know how …
Service Lessons: Delta Airlines Fail and Save
The financial services industry would do well to learn from the customer service shortcomings and successes of other industries. I especially am paying close attention to how other industries serve their clients as I embark on building my newest fintech …
Nicholas W. Stuller 