Valet parking and an office big enough to display a large tank of saltwater fish might impress your clients and prospects, but they aren’t practical for many advisors.
Here are some small changes nearly all advisors can make to ensure clients get the most memorable positive experiences possible.
Be Flexible. These days, it’s important to think about when your clients can meet with you and work around those hours. Chris Holman of ClientWISE in Tarrytown, New York, tells of an advisor who begins meeting with clients at 5:30 AM, so that they can stop in to see him on their way to work.
Offer Relaxation. Mitch Kramer of Fluent Financial in Dallas keeps classical music playing and offers non-business related literature, such as travel and architecture magazines, in his waiting area, so that clients are not reading about negative economic news before seeing him. That way, the clients’ defenses aren’t raised before they meet.