Imagine having a proven system of efficiently and effectively capturing client information. In today's dog eat dog environment Financial Advisers must be excellent stewards of an endless stream of client data. What happens with that information? How is it captured and processed?
When it comes to the main reason clients' switch Financial Agents is due to a detachment in their partnership with their Consultant, as established by a Research Study by Russ Alan Prince and Brett Van Bortel.
Making yourself a "trusted Advisor" is an essential key in building lifelong relationships. The most successful advisors have one thing in common; they understand what's important to their clients -their values,goals and life long family planning. This is critical because getting to know your clients and their families creates a deeper appreciation and sense of trust toward you. Trust makes you valuable to the client, and as a result they are likely to refer more clients.
How do you do more, accomplish more, follow up more and prospect more in less time? And do it now rather than later?
How do you do more, accomplish more, follow up more and prospect new clients more quicker? And do it well?
Keeping good notes on each client and prospect interaction is critical to improving your relationships. Best practice.... document it now...not later! Doesn't it make sense in managing your drive time either on your way home or even your next appointment to begin using a dictation service?
more connected and valued by you, their trusted adviser.
Copytalk, the popular transcription service utilized by tens of thousands of financial advisors, will make capturing client meeting notes easy. Just call the service using any cell phone and dictate client meeting notes as well as,, letters, drafts of emails, and to-do-lists. Within a few hours a real human transcriber will listen to your recorded note, type and return them via your email address. The handling of this information takes place safely and securely providing the highest standards of security & confidentially.
When it comes to the main reason clients' switch Financial Agents is due to a detachment in their partnership with their Consultant, as established by a Research Study by Russ Alan Prince and Brett Van Bortel.
Making yourself a "trusted Advisor" is an essential key in building lifelong relationships. The most successful advisors have one thing in common; they understand what's important to their clients -their values,goals and life long family planning. This is critical because getting to know your clients and their families creates a deeper appreciation and sense of trust toward you. Trust makes you valuable to the client, and as a result they are likely to refer more clients.
How do you do more, accomplish more, follow up more and prospect more in less time? And do it now rather than later?
How do you do more, accomplish more, follow up more and prospect new clients more quicker? And do it well?
Keeping good notes on each client and prospect interaction is critical to improving your relationships. Best practice.... document it now...not later! Doesn't it make sense in managing your drive time either on your way home or even your next appointment to begin using a dictation service?
more connected and valued by you, their trusted adviser.
Copytalk, the popular transcription service utilized by tens of thousands of financial advisors, will make capturing client meeting notes easy. Just call the service using any cell phone and dictate client meeting notes as well as,, letters, drafts of emails, and to-do-lists. Within a few hours a real human transcriber will listen to your recorded note, type and return them via your email address. The handling of this information takes place safely and securely providing the highest standards of security & confidentially.
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Learn more about dictation service stop by Copytalk's site and you can find out all about taking better notes via transcribing services by viewing their short video.
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