Client retention

During this stressful, deadline-driven season it’s especially important to remember to focus on client service.

There are many ways of keeping in touch with clients in a regular and unobtrusive manner.

After all, you’re not selling soap. Or are you?

Most professional service firms spend very little to mitigate attrition and improve loyalty.

Clients want more than market intelligence — they want analysis of general market information to help them act strategically and competitively.

Communicate and carry yourself in a manner that boosts perception with clients and stakeholders.

They need to see that their firm offers a path to the future.

‘De-commoditize’ yourself by filling the role technology can’t play.

Specialization, curation, and intelligent workflow will make for a better practice — not trying to meet every client’s every need.

Protecting yourself can help you protect your clients in financial planning.

How much do you really know about clients' satisfaction with your firm and its services?

Treat all your clients with the same respect.

When was the last time you called a client just to find out what's new or different?

Your clients will never be satisfied, and that’s a good thing.

While you will never find these commandments on two stone tablets, they should provide you with direction as you seek to develop your practice.