How Great Customer Service Attracts Clients

Financial advisors have to develop optimal sales skills, marketing strategies, effective interpersonal communication, and networking skills to find clients and build their investment portfolios. Being a financial advisor often involves exerting most of your professional efforts into advertising and networking. Developing your customer service skills will give you a competitive edge as you discuss investment possibilities and risks with clients, and confidently address and alleviate their concerns. At FocalPoint, here are some essential customer service skills we teach our clients:

• We help you identify your personal communication style – then we explore different communication styles and integrate them into yours. By learning about different communication styles, you’ll have more relatability with clients!
• We identify and further develop the strengths that will help you deliver persuasive pitches to your clients.
• We suggest effective words to use in your communication so you can position yourself as the best and most qualified source of information. This also helps you effectively negotiate with clients!
• We focus on fully comprehending the problems and concerns of customers so you can effectively provide them with solutions.

An important aspect of attracting new clients is establishing trust! By developing interpersonal communication and learning how to identify different communication styles, you will position yourself as more trustworthy, more aware, and more relatable to your clients: this is essential in building long-term relationships with clients and getting more referrals!

Why You Should Develop Effective Customer Service Skills

A financial advisor is a naturally enterprising individual – they have plenty of strategic marketing and sales skills they use every day to find and keep clients and to sell stocks and bonds to their clients or on behalf of their clients. Clients who experience great customer service are more likely to write great reviews about your services and refer you to their families, friends, or business contacts.

Businesses with a reputation for delivering positive customer service experiences are more likely to be recognized in their communities! You will be able to save money on additional advertising by developing an excellent reputation and having your community support you! Customer service training will be an additional asset to your persuasive communication skills and further develop your interpersonal and negotiation skills. You will lock in more clients, expand your investment portfolio, and make easier connections in your clients’ communities.

If you live in Midland or Columbus, Georgia, and seek customer service training, contact FocalPoint Business and Executive Coach Wayne Townsend. Wayne Townsend formerly served as COO of Platinum Advisor Strategies where he increased profits by 30%! Wayne is also available to serve clients in Alabama. If you reside in Phenix City, Opelika, and Auburn, reach him at 352-816-9642, email at wtownsend@focalpointcoaching.com, or click here to take the Business Growth Score assessment!