There is one thing that separates great financial services professionals from the rest. Do you know what it is? Follow through!
On average, people attempt to do what they say they are going to do less than 5% of the time. WOW! 95 times out of 100, we don’t even ATTEMPT to make good on our promises. In a business that is built on trust, keeping your promises, following through, is huge. If you can consistently do that, then clients will flock to you because you are different.
That’s why we created the Promises module in our Client Reviews. That’s also why we created “Checklists” right on our dashboard. First thing you see when you get in the office includes the promises you have made to your clients. We want you to be great, not average. Check out what other tools we have to help you elevate your client experience, and with that your business’ bottom line.