Imagine having a proven system of efficiently and effectively capturing client information. In today's dog eat dog environment Financial Advisers must be excellent stewards of an endless stream of client data. What happens with that information? How is it captured and processed?
Are you aware that the number one reason clients' switch Financial Advisors is due to a detachment in their relationship with their Advisor, as established by a Research Study by Russ Alan Prince and Brett Van Bortel.
Making yourself a "trusted Advisor" is an essential key in building lifelong relationships. The most successful advisors have one thing in common; they understand what's important to their clients -their values,goals and life long family planning. This is critical because getting to know your clients and their families creates a deeper appreciation and sense of trust toward you. Trust makes you valuable to the client, and as a result they are likely to refer more clients.
How do you do more, accomplish more, follow up more and prospect more in less time? And do it now rather than later?
Documenting each client and prospect interaction is critical to enhancing your relationships. Best practice.... document it now...not later! Doesn't it make sense in managing your windshield time whether on your way home or to your next appointment to utilize a mobile dictation service.
Now, when you meet with your client again, your notes are more detailed and you're in a much better position to remember what you discussed previously and what their concerns and goals are. Your clients will now feel
more connected and valued by you, their trusted adviser.
Copytalk, the popular transcription service used by tens of thousands of financial advisors, makes documenting client meetings easy. Merely call the service using any phone and dictate client meeting notes, letters, drafts of emails, and to-do-lists. Within a few hours a live transcriber will listen to the recorded message, type and return them to your email. Processing of this information takes place seamlessly and securely providing the highest standards of security & confidentially.
Are you aware that the number one reason clients' switch Financial Advisors is due to a detachment in their relationship with their Advisor, as established by a Research Study by Russ Alan Prince and Brett Van Bortel.
Making yourself a "trusted Advisor" is an essential key in building lifelong relationships. The most successful advisors have one thing in common; they understand what's important to their clients -their values,goals and life long family planning. This is critical because getting to know your clients and their families creates a deeper appreciation and sense of trust toward you. Trust makes you valuable to the client, and as a result they are likely to refer more clients.
How do you do more, accomplish more, follow up more and prospect more in less time? And do it now rather than later?
Documenting each client and prospect interaction is critical to enhancing your relationships. Best practice.... document it now...not later! Doesn't it make sense in managing your windshield time whether on your way home or to your next appointment to utilize a mobile dictation service.
Now, when you meet with your client again, your notes are more detailed and you're in a much better position to remember what you discussed previously and what their concerns and goals are. Your clients will now feel
more connected and valued by you, their trusted adviser.
Copytalk, the popular transcription service used by tens of thousands of financial advisors, makes documenting client meetings easy. Merely call the service using any phone and dictate client meeting notes, letters, drafts of emails, and to-do-lists. Within a few hours a live transcriber will listen to the recorded message, type and return them to your email. Processing of this information takes place seamlessly and securely providing the highest standards of security & confidentially.
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Learn more about audio transcription service stop by Copytalk's site and you can find out all about taking better notes via online transcription services by viewing their short video.
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