According to the experiences Strategic Advisor – Matthew Brannelly, the business world is highly competitive and smart financial advisors understand the importance of happy clients for a profitable business. Happy clients will not only sing the praises of your brand to others, but will make for repeated and loyal ones.
“When it comes to financial advice, meeting the bottom line or generating revenues are not all that makes for customer satisfaction. Clients are looking for transparency, tips and advice, trust, and performance as clients work towards achieving their life goals” Matthew Brannelly, a strategic advisor and financial expert explains.
In this post, Matthew Brannelly provides more strategies and tips to financial advisors. And this will help them to boost their service offerings while delighting their clients.
Provide Extensive Services
Being a one-stop-shop for your clients is becoming more important more than ever says Matthew Brannelly, the strategic advisor from Australia. What is the point of running around in search of various financial offerings when you can always get it in the one place? From tax planning to retirement planning to budgeting and accounting, offering a full suite of financial services will not only benefit the business but also the client. The convenience plus value-added will boost customer loyalty. These extra service areas are also extra streams of income that will contribute to the growth of the company.