jessica.lamb's avatar
jessica.lamb
Icon for Advisely Partner rankAdvisely Partner
3 years ago

How much 'say' does your client have?

When running your advice business, you've got these three main things to juggle: People, Process, and Price. You assemble a team (people), figure out your approach (process), and set your rates (pric...
advice execution
xplan
anne.graham's avatar
anne.graham
Icon for Advisely Board rankAdvisely Board
3 years ago

Great question jessica.lamb - One deal-breaker for me is when clients are rude to my team. On occasion, I've had to bring up an incident with a client to make them aware of the impact they've had. In most cases, they are really surprised and very apologetic, the behaviour may have been a symptom of stress for example. Very rarely however there is no change in behaviour which presents the issue of how to move the client on. It's important from a people and culture perspective to back your team by words and actions.

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