The Better Service Blog

Sales, Marketing and Practice Management ideas for financial planners!

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Entries Tagged as 'client'

Switching Costs

June 30th, 2009 · No Comments · Business Strategy, Marketing, Pricing

You may not have heard about switching costs before, but you’ve certainly experienced them.  In this article I’ll explain what switching costs are and how they can help you retain clients.
What we learn from Apple
I have a Creative MP3 player, and I recently bought a Samsung player for my son.  I bought my Creative a few [...]

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Watch Your Language

November 6th, 2008 · No Comments · Marketing

When I left school I worked with a bank for ten years – the last year was spent as a financial planner. My next job was with a small Adelaide-based financial planning business where I learnt a lot about financial planning and client service.
One of my early lessons was when I referred to someone I’d [...]

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