Wealth & Investment Management Client Service Strategies:
The Four Keys to Delivering High-Quality Client Service
Recently Released!!!
Date Published: September 15, 2020
Summary PowerPoint Deck: 42 Slides
Reference PowerPoint Deck: 103 Slides
The purpose of this research is to provide readers with a comprehensive understanding of financial advisor client service strategies, including proactive communications, responsiveness, financial advice, results, & economic value, and specialized knowledge. This research is part of Tiburon's broader coverage of financial advisor winning tactics.
This research addresses the key historical phases of financial advisor client service strategies, including:
Date Published: September 15, 2020
Summary PowerPoint Deck: 42 Slides
Reference PowerPoint Deck: 103 Slides
The purpose of this research is to provide readers with a comprehensive understanding of financial advisor client service strategies, including proactive communications, responsiveness, financial advice, results, & economic value, and specialized knowledge. This research is part of Tiburon's broader coverage of financial advisor winning tactics.
This research addresses the key historical phases of financial advisor client service strategies, including:
- Early Phase
- Haphazard Growth Phase
- Maturation Phase
- Proactive Communications
- Responsiveness
- Financial Advice, Results, & Economic Value
- Specialized Knowledge
- Increased Demand for Proactive Communications
- Increased Demand for Responsiveness
- Increased Demand for Specialized Knowledge
Tiburon Member Access:
Tiburon members can download the summary or reference PowerPoint presentation, view the most recent Tiburon Webinar featuring Tiburon's Managing Partner (or another Tiburon team member), and/or listen to the most recent Tiburon podcast featuring Tiburon member CEO guests by clicking on the buttons below:
Non-Tiburon Members:
Non-Tiburon members can either become Tiburon members or subscribe to this specific Tiburon Research by clicking on one of the buttons below:
Media Members:
Members of the media who would like access to this Tiburon Written Research, Tiburon Webinar, and/or Tiburon Podcast should send an email to Sarah Sage using the button below:
Tiburon members can download the summary or reference PowerPoint presentation, view the most recent Tiburon Webinar featuring Tiburon's Managing Partner (or another Tiburon team member), and/or listen to the most recent Tiburon podcast featuring Tiburon member CEO guests by clicking on the buttons below:
Non-Tiburon Members:
Non-Tiburon members can either become Tiburon members or subscribe to this specific Tiburon Research by clicking on one of the buttons below:
Media Members:
Members of the media who would like access to this Tiburon Written Research, Tiburon Webinar, and/or Tiburon Podcast should send an email to Sarah Sage using the button below:
