Science matters when your firm wants accuracy in how it understands client mindset. Learn more about psychometrics, the science of measuring unseen client characteristics, and why using accurate quizzes and discovery tools matters. https://hubs.li/Q02XNlTs0
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🚀 Speed Kills? Speed Wins? It depends! 🚀 According to research – speed impacts revenue, speed impacts loyalty, and speed impacts emotions. Jay Baer's newest book, Time to Win: How to Exceed Your Customers’ Need for Speed, will likely change how you view some aspects of your client service model. 🎙️ In this interview, Jay introduces his "Time to Win Framework," offering six strategies to improve responsiveness. WE DISCUSS: (https://lnkd.in/eG9taspY) 🔵 How your clients’ expectations around responsive service have changed and why you better pay attention. 🔵 The quality of information from Artificial Intelligence and concerns about its impact on financial advisors, and its potential as an efficiency tool. 🔵 What Jay means by speed and how it has become such an important element of the client experience. 🔵 How clients equate speed of response with respect and how that impacts loyalty and referrals. 🔵 How long clients will be patient waiting to hear back from their advisor. 🔵 Why advisory firms need to elevate speed on their priority list (because prospects and clients already have). 🔵 How and why you better change your approach to responding to client queries when you don’t have an immediate answer. LISTEN TO THIS HIGH-CONTENT INTERVIEW HERE: https://lnkd.in/eG9taspY
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Yesterday I posted about the principles on which #DysfunctionMapping is based, that I am expanding in the Dysfunction Mapping Pocket Guide. Here is an excerpt that expands upon why these are mentioned at all; Before you start Dysfunction Mapping, you should grasp the values and principles on which it’s based. Trying to take a systemic and experimental view of problem solving without the proper foundations can be a recipe for disaster. Without starting from a solid base, your map will only mislead and cause pain. No one wants to see all their problems on display without knowledge that they will ultimately be addressed. So, to be successful we must agree to three principles each supported by a particular value. You can think of Principles as agreed statements of truth that help support better decision making. While values are the internal beliefs we keep. Acting in accordance with our values should make principles easy to adhere to. When values and principles mis-align, we create sub-cultures that secretly fight against each other. I mention this here because values and principles are often declared in almost inconsequential way, as though self-evident. To be successful, I believe we must actively partner with people who have consciously agreed to our principles, and who act in accordance with shared values. So, on to the principles...
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How well you deal with a complaint can make all the difference between losing or keeping a client. The below case study highlights the importance of understanding how the client feels and coming up with a solution that suits them. For further information, go to our website; the link is in the comments below. #CaseStudy https://lnkd.in/e2XcR2wt
Resolution focused case study
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How can businesses show customers what they can do? With a case study! Here’s what goes into a successful case study. https://lnkd.in/gbbw8yik
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How can businesses show customers what they can do? With a case study! Here’s what goes into a successful case study. https://lnkd.in/g4tJYk5e
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Over many years - and much research – we have identified five drivers of an engaging experience. And we’ve created a quick assessment to help you take stock and take action. Start the assessment here: https://buff.ly/4flRJkT
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SURVEYS Every call I make now I'm asked to stay on the line for a quick survey. Overkill. How about asking these questions. 1. Where you happy with your on hold waiting time? 2. Where you happy about being cut off?
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Segmentation goals can be aggressive. Complicated. Stressful. But they don’t have to be. Simplify your segmentation plan and achieve your utility’s goals quickly and easily with S&C’s IntelliRupter® PulseCloser® Fault Interrupter. No TCC trickiness or recloser reconfiguration needed. See how it works—and how you can reduce your segmentation stress—by reading our latest blog: https://ow.ly/yV1430sGCJ7
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Different survey questions are made for different situations. Do you know how to use them to get optimal results? 🤔 💡 We’ve made a handy little guide, but if you want more tips on how to write survey questions that give results, check out our blog here: https://lnkd.in/emgH8qFG Psst! 👀 It’s complete with 80 examples to give you some extra inspiration. #digtialfeedback #surveyquestions
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Say goodbye to ambiguous results with Type Discovery. Our adaptive scoring system clarifies uncertain preferences, ensuring professionals receive accurate, detailed personality insights. Discover the difference today. Learn more about our assessment: https://lnkd.in/g5cna7aN
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