Creating your vibe

You need one thing above everything else, to create a vibe which is genuine and personal for your clients – you must truly know your clients. Unfortunately, it’s our experience that very few practice...

client engagement

clients

marketing

practice management

deborah.kent

Advisely Board

2 years ago

Hi Terry-Bell this a good topic, in a review with a client we take a lot of notes on their current circumstances whats important to them and whats happening in their lives, we do record this for a number of reasons like jenny.brown it allows us to understand what we need to do for a client moving forward with their finances and if we need to adjust, it also creates a deeper connection with the client so when I see them again I can re confirm or ask questions about subjects like life events, they feel quite special when you remember events such as becoming grandparents for the first time or have a signifcant event like a wedding anniversay or one of their children getting married. This is why we have great relationships with our clients

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