Business Success Knowledge Circle: How to Build a Harley Davidson Practice: Simple, Inexpensive and Thoughtful Ideas to WOW Your Clients

5 (1 vote)

Research illustrates time and time again that taking good care of and expressing concern for clients reaps rewards in many ways.

From my experience, advisors want to show how much they care for their clients. However, many don't know how to get started, what resources are needed and when to determine if or when they have gone too far.

Why it's important for your clients to feel special:

How to gather the information you need and then find it when you need it
When and how to get team members involved in gathering information
Ideas other advisors have had success with
How to implement a strategy that works for you; your style, budget, client interest

Competency Level: Foundational

FPA Competency: Client Communication & Care

CFP Board Topic: N/A

CFP Board CE Credit Hours: 0

Teresa Riccobuono

Practice Management Consultant

Simply Organized

Teresa has been an industry professional since 1997, starting her career as a financial advisor. After serving a short time in the industry, Teresa observed a gap between advisor's current and their ideal practice. She made it her mission to help advisors build a business they love, developing her signature program, Tapping Into Your Million Dollar Drawer. She shares her program with clients across the country on a one to one coaching basis or in workshop settings – both live and via webinars. In 2019, Teresa was asked to be FPA's Client Experience Coach.

She is a frequent contributor to two of the industry's leading newsletters, Advisor Perspectives and Nerd's Eye View, published by Michael Kitces. You can access her many articles on her website: SimplyOrganized.com.