How to Set Client Service Expectations

When advisors land new clients, setting crystal clear expectations right off the bat can be critical to the relationship's success.

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Comments (1)
Telling them up front.

I'd say this is a question many clients don't ask financial advisors when establishing a new client-advisor relationship. I think its awesome if the advisor brings this up and tells clients how often they'll meet (in person, via Skype or Apple's Facetime). Encourages clients to reach out is an important part of the Relationship building process and letting them know when to expect a response (same day, 24 hours, etc) is also critical.

Thanks for sharing your thoughts Andrew.


Marty Morua
Posted by MARTY M | Thursday, July 31 2014 at 6:37AM ET
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