The Six Star Client Experience
We live in a world where products and services are increasingly becoming commodities. Gone are the days when advisors can distinguish themselves by the products and services they deliver. While clients still value quality products and professional expertise, it is increasingly difficult to distinguish yourself on these qualities alone.
Today, to truly set yourself apart from the competition, you must offer a superior client experience. How you deliver products and services and how you engage your clients in earning their trust – these are the factors by which you distinguish yourself.
The Six Star Client Experience is designed to help you achieve this distinction in the market. Its objective is help you win the trust and loyalty of your clients and thereby achieve greater profitability.
Specifically, it will teach you proven principles that, when followed, will deliver what we call the "Six Star Client Experience."
In 2007, Greene Consulting, with thirty years of experience in consulting the financial services industry, forged an exclusive partnership with Horst Schulze (the former President, COO, and co-founder of the Ritz-Carlton) and his team.
Under Mr. Schulze's leadership, the Ritz-Carlton won the prestigious Malcolm Baldrige National Quality Award an unprecedented two times and was consistently voted "the best hotel company in the world" by convention and trade publications.
Together, we have adapted his principles of Service Excellence for use in the financial services industry. The result is a targeted, pragmatic approach that we call the "Six Star Client Experience" – a new standard of client service.