Articles about Customer Service Practice Management

• Caring Staff=Loyal Clients
  May 2010
  Get your staff to treat your clients right and you’ll have clients for life.
  
  
• Go Slow—Become Friends
  December 2006
  Good relationships will help you build referral partnerships, win more clients and bring them back time and time again.
  
  
• Setting Service Standards
  September 2006
  A key step is to give your staff specific customer-service goals.
  
  
• Understanding Your Report Card
  June 2006
  You asked for client feedback, and you got it. Now it’s time to analyze the results.
  
  
• Keep Your Clients Front and Center
  May 2006
  Leadership is the key to providing great customer service for your clients.
  
  
• A Little More Conversation
  May 2006
  Understand your clients’ needs better by letting them do the talking during the factfinder.
  
  
• New Business? Or Now Business?
  April 2006
  Instead of chasing new business, focus on your current clients and watch your business grow.
  
  
• Timely Connections
  December 2005
  Webpage monitoring tools can keep you up-to-date on your clients and centers of influence.
  
  
• Thank You Very Much
  December 2005
  You send out thank-you notes, but what about those super clients who deserve an extra touch?
  
  
• The Un-Sale Sale
  September 2005
  Success is about finding out what someone needs and designing a way to make it happen.
  
  
• Six Secrets to Stellar First Impressions
  May 2005
  Make those first seconds with your prospects count with these tips.
  
  
• Clients Forever
  March 2005
  Advisors with near 100-percent client-retention rates share eight of their secrets of success.
  
  
• The Customer Is King
  February 2005
  He is a valuable commodity and should be treated as such.
  
  
• Handling High Risk Clients
  April 2004
  Clients who are too risky can be a drain on your business—here’s how to rein them in.
  
  
• Megatrends
  December 2003
  Speed, flexibility, security and privacy will change they way you do business. Are you ready for the challenge?
  
  
• Relationship Is Key
  February 2003
  Middle America wants sound advice from someone it trusts.
  
  
• Is Anybody Listening?
  May 2002
  Keeping your ears—and eyes—open when a client is speaking pays big dividends.
  
  
• 1-800-SAPP
  February 2002
  Lowest rates ever? Not so fast! Those 1-800 quote services are lacking in, well, service.
  
  
• Getting and Keeping Customers
  September 2001
  You need to adopt a high-tech, high-touch approach if you want to attract new clients and successfully manage your existing customer base.
  
  
• Attitude Is Everything
  November 2000
  It may not be what you say, but how you say it.