Last week, we looked at respecting clients’ time. Making the most of the precious time you do have with them is essential, and selective introductions to your best contacts is a great way to do this.
One area where people tell us they find a lot of value is from the wealth of connections that come with an adviser – often valuing that network collateral as highly as the service itself. For each of us, our combined relationships with colleagues, contacts and friends helps create a kaleidoscope of good people, giving a range of skills, services, and personalities.
Everyone you will ever meet knows something you don’t. – Bill Nye
We recently made the decision to build a stronger team internally by recruiting Des Greene. Having led Marketing and Business Development at accountancy firm, Saffery Champness, he has now joined the BD Consultancy team to help firms improve their client appeal and relationships.
Des will be creating our ‘Why Not? Wednesdays’ for the next few weeks to share some of his ideas and insights regarding referral relationships.
'Why Not?' Wednesdays Sign-Up
It's the middle of the week, things are ticking over - why not take a few minutes to make something great happen?Read More