Best Practices in Retail Financial Services Symposium

Have You Had Enough? (Issue 955)

In which we are reminded to confirm clients’ satisfaction with their buying criteria after we deliver (rather than asking a general question). Read more »

Veggie Burgers (Issue 954)

In which we are reminded to reduce glaring weaknesses that detract from our expertise. Read more »

A Value Prop Wake-Up (Issue 953)

In which we are encouraged to reconsider rigorously, clarify, and communicate our value. Read more »

Dance to THEIR Tune (Issue 952)

In which we are reminded to dance with clients’ answers to our questions rather than sticking to our own agendas and tasks. Read more »

Holding Their Hands (Issue 951)

In which we are reminded to ‘be there’ with our clients when they hit the first post-purchase wall. Read more »

Close Shaves (Issue 950)

In which we are reminded to take our time and patiently prepare ourselves. Read more »

What’s a Little? (Issue 949)

In which we are reminded… there’s just certain stuff we need to know without winging it.   Read more »

Changing the Blade (Issue 948)

In which we are encouraged to establish routine reviews of client satisfaction and product performance. Read more »

Washing Groceries (Issue 947)

In which we are reminded, when clients dig in on an issue, to ask questions rather than persuade. Read more »

One or Two Will Do (Issue 946)

In which we are reminded to limit our responses to client questions to one or two ideas at a time. Read more »

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