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7 Principles of Great Customer / Client Experiences

Customer Service, Reliability, Efficiency, Quality

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This is a guest post written by Camille McClane, who is honored to have this opportunity to share her knowledge of how businesses can improve their own customer and client experiences.

As a business owner, you know how important the customer is to you. After all, without customers and clients, you would most likely be out of business. With that being said, it is up to you to do everything possible to make your clients feel welcomed, respected and heard. (more…)

Financial Advisors: These Social Media Stats Are For You

Social Word Cloud BAFWhen I meet with Financial Advisors to discuss their online strategy and use of social media the conversation nearly always turns to the Advisor's skepticism about generating business from social media. Everyone is also concerned about compliance issues, and rightly so. But, with a solid strategy in place, you can handle compliance issues. It's those intangible concerns that get us off track.

Since this happens so often, I've done some research and put together a list of social media statistics Financial Advisors should know. (more…)

Marketing Financial Advisor Services To Millennials

This is a guest post writtent by Brent Carnduff.

Millennials, the 80 million 13-31 year old Americans that grew up immersed in technology and who are about to become the recipients of the greatest transfer of wealth in history, are as a group, more conservative and less trusting of the financial advisor than previous generations, according to research completed earlier this year by Accenture. (more…)

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