Below is an email from the Manager of Advisory Services of a corporate client, following the Attract Clients workshop we did last month. Lloyd, I just got off the phone with one of our Financial Advisors. He had a meeting with a $50 million prospect Friday. He used, as he called it, “the Lloyd approach” […]
This is an outstanding resource to create a unique client service experience. I recommend the book for every team. Each chapter includes practical worksheets, checklists, and tools to help you implement the concepts. Take a moment and order a copy of: Know Service Connect with Clients. Shape Your Future. Differentiate You! 5 Steps to 5-Star […]
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