Develop an Effective Client Service Model

Financial planning firm owners may feel confident that they deliver exceptional service. However, it is easy to become so bogged down in the details of working in their business that they forget to work on the business. This session will help firm owners create an outline of firm services, including a review of tasks and services, value proposition, and a delegation plan. Participants will discover unique “wow” factors they can use to nurture client relationships, as well as establish tools to help themselves free up time and add substantial value to their firms.

Learning Objectives:

1.  Conduct an audit on existing service offerings to ensure clients and team members have clarity on the services the firm is providing
2. Enhance existing service offerings by implementing “WOW” factors into the client journey and focus on client retention
3. Identify key team members and outsourced solutions that should be incorporated into core service offerings to ensure the firm is delivering a holistic service offering