Key Learning Point:
To be successful with customers you must get the "big things" right: risk analysis, financial planning, Suitable
portfolio and etc. But sometimes it's the smallest things that make the most positive service impression.
Action Step:
Without crossing the bounds of propriety or personal space, what compliments can your staff give to
customers each day? Attire, preparation, understanding, tone of voice, and many other areas can be
fertile grounds for identifying, recognizing and extending a moment of personal praise. For many people, it
may be the only recognition they receive all day. What nice thought that this positive moment should come
from an organization and a service provider likes you.
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