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Building a Client Service Model that Goes Beyond the Clichés

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Page 1: Building a Client Service Model that Goes Beyond the Clichés · play your cards right ripped to shreds lips were cherry red tired ... how can you make your superior service standards

Building a Client Service Model that Goes

Beyond the Clichés

Page 2: Building a Client Service Model that Goes Beyond the Clichés · play your cards right ripped to shreds lips were cherry red tired ... how can you make your superior service standards

Our Agenda Today

• Giftology

• How to use the Horsesmouth archives

• Michael Kitces...on Client Service

• Your “Personal Master Calendar“

• Debra Taylor

Page 3: Building a Client Service Model that Goes Beyond the Clichés · play your cards right ripped to shreds lips were cherry red tired ... how can you make your superior service standards

Our Bios

Page 4: Building a Client Service Model that Goes Beyond the Clichés · play your cards right ripped to shreds lips were cherry red tired ... how can you make your superior service standards

Cliché: A Definition

•

https://en.wikipedia.org/wiki/Cliché

• A cliché or cliche (/ˈkliːʃeɪ/ or /klɪˈʃeɪ/) is an expression, idea, or element of an artistic

work which has become overused to the point of losing its original meaning or effect,

even to the point of being trite or irritating, especially when at some earlier time it was

considered meaningful or novel.

https://en.wikipedia.org/wiki/Clich%C3%A9
https://en.wikipedia.org/wiki/Clich%C3%A9
https://en.wikipedia.org/wiki/Clich%C3%A9
Page 5: Building a Client Service Model that Goes Beyond the Clichés · play your cards right ripped to shreds lips were cherry red tired ... how can you make your superior service standards
Page 6: Building a Client Service Model that Goes Beyond the Clichés · play your cards right ripped to shreds lips were cherry red tired ... how can you make your superior service standards
Page 7: Building a Client Service Model that Goes Beyond the Clichés · play your cards right ripped to shreds lips were cherry red tired ... how can you make your superior service standards
Page 8: Building a Client Service Model that Goes Beyond the Clichés · play your cards right ripped to shreds lips were cherry red tired ... how can you make your superior service standards
Page 9: Building a Client Service Model that Goes Beyond the Clichés · play your cards right ripped to shreds lips were cherry red tired ... how can you make your superior service standards
Page 10: Building a Client Service Model that Goes Beyond the Clichés · play your cards right ripped to shreds lips were cherry red tired ... how can you make your superior service standards
Page 11: Building a Client Service Model that Goes Beyond the Clichés · play your cards right ripped to shreds lips were cherry red tired ... how can you make your superior service standards
Page 12: Building a Client Service Model that Goes Beyond the Clichés · play your cards right ripped to shreds lips were cherry red tired ... how can you make your superior service standards
Page 13: Building a Client Service Model that Goes Beyond the Clichés · play your cards right ripped to shreds lips were cherry red tired ... how can you make your superior service standards
Page 14: Building a Client Service Model that Goes Beyond the Clichés · play your cards right ripped to shreds lips were cherry red tired ... how can you make your superior service standards
Page 15: Building a Client Service Model that Goes Beyond the Clichés · play your cards right ripped to shreds lips were cherry red tired ... how can you make your superior service standards
Page 16: Building a Client Service Model that Goes Beyond the Clichés · play your cards right ripped to shreds lips were cherry red tired ... how can you make your superior service standards
Page 17: Building a Client Service Model that Goes Beyond the Clichés · play your cards right ripped to shreds lips were cherry red tired ... how can you make your superior service standards
Page 18: Building a Client Service Model that Goes Beyond the Clichés · play your cards right ripped to shreds lips were cherry red tired ... how can you make your superior service standards

Teresa Riccobuono

• Owner: Simply Organized

• Practice management consulting &

recruiting specialist

• 21 years in financial advisory services

• (925) 680-7549

• [email protected]

Page 19: Building a Client Service Model that Goes Beyond the Clichés · play your cards right ripped to shreds lips were cherry red tired ... how can you make your superior service standards
Page 20: Building a Client Service Model that Goes Beyond the Clichés · play your cards right ripped to shreds lips were cherry red tired ... how can you make your superior service standards
Page 21: Building a Client Service Model that Goes Beyond the Clichés · play your cards right ripped to shreds lips were cherry red tired ... how can you make your superior service standards
Page 22: Building a Client Service Model that Goes Beyond the Clichés · play your cards right ripped to shreds lips were cherry red tired ... how can you make your superior service standards
Page 23: Building a Client Service Model that Goes Beyond the Clichés · play your cards right ripped to shreds lips were cherry red tired ... how can you make your superior service standards
Page 24: Building a Client Service Model that Goes Beyond the Clichés · play your cards right ripped to shreds lips were cherry red tired ... how can you make your superior service standards
Page 25: Building a Client Service Model that Goes Beyond the Clichés · play your cards right ripped to shreds lips were cherry red tired ... how can you make your superior service standards
Page 26: Building a Client Service Model that Goes Beyond the Clichés · play your cards right ripped to shreds lips were cherry red tired ... how can you make your superior service standards
Page 27: Building a Client Service Model that Goes Beyond the Clichés · play your cards right ripped to shreds lips were cherry red tired ... how can you make your superior service standards

Summary

• ”Great service” is no longer a key differentiator. It is the

minimum threshold. Do you agree?

• What do your clients want? Have you asked them?

• What would your Client Service Standards document

look like?

• What other takeaways from today?

Page 28: Building a Client Service Model that Goes Beyond the Clichés · play your cards right ripped to shreds lips were cherry red tired ... how can you make your superior service standards

My contact info:

[email protected]

(212) 217-1132

https://www.linkedin.com/in/chrisholmanpcc-

coach/

mailto:[email protected]

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