After three years as an independent advisor, I can safely say that the business has never been healthier. Every new client I have received this year has been a referral from an existing client. I’ve mentioned this before but it bears repeating. Besides, I believe in giving credit where credit is due. Roy Diliberto once said that the best marketing strategy you can employ is satisfied clients. Your existing clients are the very best way to grow your business. This is another yet another reason you should do everything in your power to make their experience a positive one. Here are a few things on the list for consideration.
Being accessible is possibly one of the most important components of a successful advisory business. When clients feel they can reach you easily, their comfort level rises (and it’s all about making the client comfortable). My clients have my cell phone number and understand they are free to call me if needed.
Don’t talk down to them…..ever. Appreciate their intelligence even though they may not know as much about the financial markets as you do. You can learn something new from everyone you meet. I mean everyone.