The Better Service Blog

Sales, Marketing and Practice Management ideas for financial planners!

The Better Service Blog header image 4

Entries Tagged as 'Business Processes'

How many touches?

May 25th, 2009 · No Comments · Business Processes, Marketing

I heard a couple of speakers recently who run successful financial planning businesses in Australia.  They spoke about a range of topics, but both mentioned how they have a schedule in place to ensure they can ‘touch’ their clients in a number of different ways throughout the year.
They both differed on the details, but here’s [...]

[Read more →]

Tags: ·

How To Apologize

April 30th, 2009 · 2 Comments · Business Processes

I came across this post today from the Church of the Customer blog  after it was mentioned by Jeremy on his blog.
I’ve blogged before about how service breakdowns will happen from time to time – they are to be expected when you rely on people to deliver your service.  The interesting thing is that service [...]

[Read more →]

Tags: ·

Thoughts On Service Standards

April 25th, 2009 · No Comments · Business Processes

I’ve had some interesting experiences recently in my interactions with a couple of companies and their ideas of service standards.
Example 1
I was doing some work for a client that required us to get some articles approved by an external compliance area.  They were simple articles that only provided a general overview of the subject matter.  [...]

[Read more →]

Tags: ··

At The Resort

March 19th, 2009 · No Comments · Business Processes

I’m at a work conference staying in a resort in the Blue Mountains in New South Wales, Australia.
I’ve heard some great speakers today and there are more lined up tomorrow so over the next few weeks I’ll blog about some of the things I’ve learnt.  But today, I want to blog about my experience at [...]

[Read more →]

Tags: ·