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Envision employing a successful method of effortlessly and completely capturing prospect information. In today's competitive environment Financial Advisors will need to be excellent representatives of an infinite stream of client data. What goes on with that information? How is it recorded 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?
How do you do more, accomplish more, follow up more and prospect new clients more quicker? And do it well?
Keeping good notes on each client and prospect interaction is critical to improving your relationships. Best practice.... document it now...not later! Doesn't it make sense in managing your drive time either on your way home or even your next appointment to begin using a dictation service?
Now, whenever you speak with your prospect again, your notes are more in-depth and you're in a much better position to know exactly what you discussed in the past and what their needs and ambitions are. Your clients would become more connected and valued by you, their trusted financial advisor.
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?
How do you do more, accomplish more, follow up more and prospect new clients more quicker? And do it well?
Keeping good notes on each client and prospect interaction is critical to improving your relationships. Best practice.... document it now...not later! Doesn't it make sense in managing your drive time either on your way home or even your next appointment to begin using a dictation service?
Now, whenever you speak with your prospect again, your notes are more in-depth and you're in a much better position to know exactly what you discussed in the past and what their needs and ambitions are. Your clients would become more connected and valued by you, their trusted financial advisor.
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 business transcription service stop by Copytalk's site and you can find out all about taking better notes via professional transcription by viewing their short video.
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