Tag: Client Servicing

Establishing Trust, Losing It, and Starting Over

Establishing Trust, Losing It, and Starting Over

I’ve got two rather personal stories for you today. They both stem from the same set of circumstances but have completely different outcomes. In one case, I lost my client’s trust and over time, regained it. In the other, I lost it and never got it back. Both stories are emotionally laden for me. They take me back to one of the hardest points in my career so far.

More info

What If I Die Before You: Transactional Vs. Life-Long Client Relationships

What If I Die Before You: Transactional Vs. Life-Long Client Relationships

Do you know how some books stay with you long after you have read them?  One such book for me was David Maister’s ‘The Trusted Advisor.’ The content resonated deeply with me overall but one particular chapter got me thinking about the financial services sector, especially here in the UAE. This chapter was about transaction versus long-term client relationships.  Initially,…

More info

This Is What Makes You A Good Life Insurance or Financial Advisor

This Is What Makes You A Good Life Insurance or Financial Advisor

The Life Insurance and Financial Advice industry is one where integrity, among other virtues; forms the base of solid service. If the core of our working model is to put the client’s interests above our own, us advisors could raise the bar together. Clients and advisers, here are the core questions that form the foundation of a great client-adviser relationship

More info