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Tag: Wealth Management

3 Common Client Experience Mistakes Made by Financial Institutions

By David Greene | June 12, 2014

Delivering a great client-centric experience will increase the number of referrals that you get, expand your current client relationships, and increase client retention. To learn about a few best practices for leading a distinguished, client experience, watch the video below.   3 Common Client Experience Mistakes Made by Financial Institutions 1.    Focusing on a client…

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Pitch or Promise – Three Keys to Developing a Truly Distinguished Value Proposition

By Ross Greene | December 13, 2012

Most sales training includes the proverbial discussion around the development of the “value proposition.”  It is certainly important for every firm and advisor to develop a compelling positioning statement that differs from the competition.  Yet all too often we hear value propositions that lack distinction and do little to inspire prospects to further engage.  In…

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