Enhance your client service offering
We can’t create more hours in a day, so it is critical to find out how we can find the right mix of activities for the right clients efficiently.
A solution to this common problem is to build your service model by identifying the communications you can deliver to the majority of your clients. Identify the different communication channels you plan to use and then overlay the personal reviews you anticipate having with the client.
Consider using a Client Engagement Road Map. Clients need guidance in orchestrating their complex investment and retirement plans. The Client Engagement Road Map positions you as the coordinator. Helping your clients articulate and then document their goals and objectives is a critical function.
Your Client Engagement Roadmap also becomes your communication plan. It can help you position materials and information, to provide a consistent value-add experience for your clients and will highlight the benefits you deliver.
By spending time developing the process and repeatable elements of your service model, clients begin to understand the additional service they are being delivered. It will also provide them with a clear expectation of what to receive and when. This can help them stay on track to reaching their desired goals.
Client Engagement Roadmap
Here’s an example of what that could look like.
Here’s how we can help...
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