The Wealth Advisor
Ready? Okay!: The Team Approach to Client Service in 2018 and Beyond
How are you planning to strengthen your client relationships in the new year? Effective collaboration as a client-service wealth team helps your clients trust you, creates better client retention, and yields greater opportunities for placement of appropriate products and growing assets under management.
Estate planning is about much more than just taxes
How to build the perfect client service team
Like a game-time huddle, this doesn’t have to be a multi-day summit. This could be a 10-minute conference call for some clients. For others with greater assets and financial complexity, it may consist of a series of planning meetings to develop tailored solutions that leverage legal, tax, and financial strategies. Bottom line: when we effectively collaborate, client satisfaction and retention is improved.
Reap the rewards of savvy legal risk management
When our mutual clients relax knowing that we’ve coordinated the plan so everything falls into place, client satisfaction also increases, leading to better longevity in the relationship and additional referrals. We can also deepen our relationship with some clients who may benefit from a range of other opportunities like charitable strategies, better risk management for rental or other assets, or placement of insurance for liquidity or other reasons. In each of these cases, there’s the potential of immediate revenue and enhancement of client value.
Are you ready to build your clients’ financial dream team in 2018? Get in touch with us today.
Sellers Johnson Law • 1 Research Court, Suite 450 • Rockville, Maryland 20850 • (240) 988-5530