Client Review Meetings - Raving Fan Service

  • Are you meeting with your clients on a frequent basis?
  • Are you providing raving fan service for your clients?
  • Want to grow your practice with referrals and additional assets from current clients?

Hello. My name is Suzanne Muusers, Coach to Financial Advisors and Brand Consultant since 2004.

Frequent client contact is the cornerstone of a successful financial advisory practice. Learning to give your attention to the clients you already have is the key to growing your assets, reducing the number of clients you serve, and being able to take more time off.  Yet many advisors chase after new clients always looking for new prospects to fill their pipeline and focusing on getting more and more clients.

What if you turned inward and said "What can I do to make my clients so happy that they willingly give me their outside assets to manage and refer me to their friends and family?"

Bad customer service or neglect is rampant these days, especially from financial advisors. During the market meltdown of 2008, many advisors stuck their head in the sand and avoided client contact or worse yet, had to seek medical attention for the psychological impact from the market collapse. 

What would happen to your practice if you decided to provide raving fan service? 

You could elevate your practice to an entire new level! These days we are much more likely to retell a horror story of bad service we experienced. Be the advisor who is over the top, out of the box, and goes the distance for his clients. Commit to client review meetings on a regular basis and to providing raving fan service to get where you want to go.

When coaching my clients, I provide examples of how to implement this strategy with many "how to's" and sample letters.

  • Client Review Meetings – How to Conduct Effective Client Review Meetings
  • Client Review Meeting Checklist
  • Client Service Matrix – create a strategy to contact your clients regularly and service them with specific appreciation events and other services.
  • Sample frequency of client contact
  • How to deepen rapport
  • What you should be reviewing with your clients
  • Using Case Studies to enhance referrals
  • How to ask for additional assets

Next Steps: Hire Suzanne as your Business Coach

Consider hiring Suzanne as your Business Coach to help you plan and strategize your brand development, your business plan, and your marketing plan.

Achieve your goals! Complete the Complimentary Consultation Form
Serious, motivated advisors only please. You'll grow personally and professionally and you'll take full responsibility for your success.

Suzanne Muusers is an ICF-Member Business Coach who has worked with hundreds of successful independent financial advisors since 2004. She helps clients develop their Value Proposition, Ideal Client Profile, and Marketing Strategy so that their marketing message appeals to affluent clients.

Suzanne has created exercises and programs that help her clients get straight to the point and avoid mistakes other advisors tend to make. Her clients save time getting to the next level due to her extensive knowledge and experience in the business growth field.

Suzanne Muusers

Business Coach
Prosperity Coaching LLC

Suzanne Muusers

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