Client service

Since the start of the 2024, the delivery of financial advisers’ ongoing services has been under supervision. You may remember earlier in the year…

Anxious?Concerned?Mildly panicked? How would you describe the general feeling among your clients in the run up to today’s budget? According to the Skipton Building

Have you ever felt overwhelmed, undervalued or too thinly spread? Do you ever get that sense of dread if you see a client’s name

How confident are you that if you had a piece of business under attack, the level of service you offer could protect it? How resilient are your client relationships when under pressure? Hopefully you’re pretty confident that you and your colleagues do go the extra mile and your clients remain loyal. Here are 10 things that clients value.

Those with better service, receive more recommendations and have more loyal customers. Your reputation is a fragile asset and needs constant attention…

Without wanting to sound like a drama queen, unless you follow up after the networking event, then everything you’ll have done up to this

Picture this: You’re a confident and articulate professional and, owing to your expertise, results and relationship building skills, you’ve been asked to speak at

Having studied what makes people and their propositions more memorable than others, I’ve come up with 7 principles that you can apply when attending networking

The invitations to drinks parties have probably been arriving. The office party, perhaps somewhat scaled down, still requires attendance.  You inwardly groan as you

Let’s face it, we meet a lot of new people at networking events and unless key people remember us and the value that we

Part of the reason we go to conferences is to meet other people. Yet how often have you left the event feeling that you