Customer service Archives | FP Advance

Displaying 24 Posts categorized under Customer service

Grow Your Business and Still Keep Clients Happy

Sustaining great service Most advisers are super responsive to their clients. However, as your business grows and you are serving more clients, it becomes harder and harder to maintain that service level. This is an important issue. For most advisers, the personal customer service component is a major competitive advantage. …

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Financial Times They are A-Changin’: Rise of the Robos

Under pressure Every so often the industry conversation returns to the threat of margin compression; fancy language for the fact that maybe you won’t be able to charge so much in the future. For Financial Planning businesses, the 1% p.a. fee model has been the bedrock. What if that comes …

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Setting Your Fees, The Truth about Hard Work, and How to Beat Big Business: Our 3 Most Popular 2018 Articles

We’ve reached the end of 2018 and you definitely deserve a break after the hard work you’ve put into your business this year. Here at FP Advance we’ve hit on some major topics to inspire, challenge and support you in growing your business this year. These three really got people …

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Is Financial Planning Facing an ‘Amazon Moment’?

Out of service How many businesses do you interact with where the service is total rubbish? If you’re like me, then the answer is “far too many”. Let me give you some examples: My big local hardware chain store, selling hardware supplies for the garden and outdoors, is appalling. There’s …

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Made in Japan: How the Japanese do great service

You’ve been ‘omotenashi’d I read a great blog from Seth Godin recently on service. It was about the Japanese word ‘omotenashi’. (I’ve linked to the full version at the end so you can check it out yourself) Here’s what the website had to say: ‘Omotenashi’ is hard to define, …

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