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Tag Archives: person
Aligning Your Sales and Customer Service Team For Results Through Teamwork
Tweet Today’s customers are more service savvy than ever. If you don’t excel in every aspect of their experience customers will head straight over to your competitor. Sales and customer service staff must work together as highly effective teams – … Continue reading
Posted in Customer Service, Sales
Tagged Communication, customer, customer service, customer service staff, person, Service, Teamwork, teamwork training
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Tips for Insurance and Financial Advisor Professionals: How to Connect at an Event
It’s amazing how few insurance and financial services professionals have no clue
how to “work” a room. I’ve seen too many pros attend networking events in hopes
of making connections that will result in new clients, but they don’t know how to
maximize the opportunities these events provide. I’ve even seen FA and wealth management firms who hold their own events. These cost a great deal of time and money. They work hard to promote the event to ensure a good turnout, then fail to “work” the
room the right way. Continue reading
Posted in Communication Skills, How to work a room
Tagged business cards, connections, financial services, firm, networking, person, way, wealth management, work
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I’m One Tough Customer
I’m better educated, more individualistic, and more discriminating than my predecessors. I expect a lot more than they ever did, too. For example, if I call your organization on the phone to make any type of inquiry whatsoever, I expect you to be able to give me an answer in three seconds. I expect you to be easily available for me at any time, and I want a speedy-response and efficiency. Continue reading
OBTAINING CUSTOMER LOYALTY
Who Am I? I’m One Tough Customer
I’m either Your No. 1 fan or – your worst nightmare.
How you treat me will decide which Continue reading
Posted in Customer Loyalty
Tagged Business, customer, customer loyalty, five star service, person, predecessors, speedy response, team, truth in advertising, way
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