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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

Excellence Wins by Horst Schulze

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.

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