Paraplanning is all about teamwork. It’s about getting your heads together and coming up with solutions for clients. You need to be confident that those around you are doing a great job. So how do you build that confidence in your team?
Well, you have to make sure first that everybody in your team is credible and that means looking at this from an insider viewpoint and externally to clients, in my case that’s financial advisers, and in financial advisers cases that clearly is their clients.
To build credibility you need to get a number of people involved in processes and in completing tasks. This means that a buddy system can work very well in preventing delays in work when the unexpected happens like an illness. By putting teams in front of clients rather than individuals this builds any firms credibility and acts as a reassurance for the client that they’re not simply dealing with an individual. This promotes greater customer satisfaction and boosts retention.
Tags: clients, confidence, paraplanning, teamwork
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