The Wow Factor – The best CPA advisors already know the secret
Bowen
Never underestimate the role that client service plays in your business, says John Bowen Jr.
Strong client loyalty also creates more assets for financial advisors.
Consider the fact that over a 12-month period, clients identified as faithful to their financial advisors gave them $376,000 in additional assets to invest, on average, according to a recent study by industry researcher Russ Alan Prince. By contrast, clients who were moderately satisfied with advisors provided only $17,000 in extra assets. This dynamic exists with referrals, too, Prince noted: Loyal clients gave their advisors 11.8 referrals, on average, versus just 0.1 from the moderately satisfied ones.
When you delight clients, they become your marketing apostles.
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