Are your clients loyal to you, your services or your firm? I have been thinking about this lately because of a dreadful experience I recently had with my airline of choice.
Some background – I fly over a 100 times per year to conduct business development seminars and workshops for financial advisors. I love the work, […]
Dennis Mosley-Williams
Spokesperson, Pareto Systems
The rapid changes impacting the financial services industry are rewriting the book where the roles and responsibilities of financial advisors are concerned. Over the past thirteen years, Dennis Moseley-Williams has worked with Pareto Systems and ParetoPlatform, industry leading business development firm and ASP (Application Service Provider) dedicated to the elite professionals and companies within the financial services sector. Pareto Systems is well known for its approach, which is based on best practices and for its focus on implementation. ParetoPlatform has now taken that expertise to a whole new level by combining practice management strategies with a powerful web-based client relationship management system – paretoplatform.
In his presentations, Dennis communicates Pareto Systems’ time-tested and field-tested strategies found within the paretoplatform that help advisors attract great clients and bring liberation and order to their businesses.
Dennis Moseley-Williams is an internationally known spokesperson in the financial services industry, speaking to Fortune 500 companies, at national conferences and to individual clients and firms.
Dennis’ articles have appeared on www.horsesmouth.com, and he has been reported on in Investment Executive and On Wall Street.
For more information on Dennis Moseley-Williams, or to check availability for your next event, please contact Pareto Systems at 800-215-3294.
I may be a preferred client – but as far as I’m concerned this relationship is over.
Friday, June 8th, 2007
Posted in General |
Your New Client Process
Monday, April 9th, 2007
I just love hearing stories about the Advocate Process (a process for new clients that instantly creates advocacy) and how someone has taken the risk to implement with intent and consistency.
I spoke to Charles this morning about his recent success using a consistent Advocate Process. Charles signed a new client with over $5 million in […]
Posted in General |
Keeping It Simple
Thursday, April 5th, 2007
I have been keenly aware this week that clients who get the best results are those that keep it simple and implement with unwavering conviction. The rules of the game are: Patience, Honesty, Integrity, Fair Dealings, Conviction and Independence. Not much complicated in that ….. Some get so caught up in self-importance that it gets […]
Read the rest of this entry »Posted in Uncategorized |
Service & Acountability
Thursday, April 5th, 2007
Our increased service levels have made a HUGE difference in the level of our client satisfaction. It has helped to increase client loyalty because clients know what to expect from us now and they also are more comfortable referring us to a friend etc. For example: We have had a client for several years and […]
Read the rest of this entry »Posted in Uncategorized |
