Can you think of times when your commitments are too vague or lead to missed expectations?
beBetter Blog
Category: Client Service
Transparency and Ownership in Client Service
When the captain comes out of the cockpit and grabs the microphone, it’s never a good sign. But this is one of the best announcements of news we did not want I have ever heard and an awesome lesson in customer service.
Are We Holding the Right Suitcase?
How often do we try to serve clients by solving the wrong problem?
Collaboration Leads To Growth
Do you think a point of view is important? Clients are looking for advisors with a point of view, and we will need to challenge theirs when they are not being realistic about the challenges...
Being Anticipatory is Distinctive
This blog is the fourth part of a series that outlines the Four Building Blocks to Move to Advisory Services.We’ve already discussed the first two blocks: MINDSET SHIFT and CONFIDENCE. ANTICIPATORY...
Confidence Leads to Progress
Building Block Two in this series [meant to outline the Four Building Blocks to Move to Advisory Services] is Confidence. How do we move our organizations towards advisory services? How do we seize...