Live

Live Training Materials

Videos
• Video: Creating A Killer Ongoing Review Service

Online Resources
• The Value Added Checklist
• Creating A Killer Ongoing Review Service (Powerpoint)
• Creating A Killer Ongoing Review Service (PDF)

Video: Creating A Killer Ongoing Review Service

Most advisory firms spend most of their time on delivering reviews to existing clients, so it’s a vital area to get right in your business.

Online Resources

• The Value Added Checklist
• Creating A Killer Ongoing Review Service (Powerpoint)
• Creating A Killer Ongoing Review Service (PDF)

Recommended Reading

Horst was a co-founder of the Ritz-Carlton hotel chain (regularly voted one of the best in the world). This is a great read for anyone trying to improve their customer service mindset. It’s full of amazing examples and is written in a very simple and direct way. And unlike many “here’s how I did it” type books, the advice is actionable too.