The Six Dimensions of Client Service

9:40 AM - 10:40 AM
We are all told that it is important to provide “excellent client service,” but has anybody told us what, exactly, procedurally, that means? Or how to measure it? And if you can’t measure it, how can you track improvements?

This session breaks down client service into six dimensions, and goes into granular detail on each—with, in each case, suggestions on how to measure it and make incremental improvements as you evolve toward excellence. The dimensions evolved out of feedback from more than 1,000 actual advisors, sharing their experiences and their version of excellent client service, which were then grouped into categories and refined into the dimensions presented here.