Insights + blog.

Client Engagement Esther Ramdhari Client Engagement Esther Ramdhari

Client Conversation Framework - Downloadable Guide

In Episode 45, Sam dives into some practical and powerful habit changes that you can make to improve efficiency as a person and as a professional.

One of the areas where there are often inefficiencies in our day-to-day is that of conversations with others. In the podcast, Sam covers a simple framework to follow to have more effective and effient conversations with clients.

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People + Culture, Mindset + Wellness Esther Ramdhari People + Culture, Mindset + Wellness Esther Ramdhari

The Art of Difficult Conversations - Cheat Sheet

In Episode 4: The Art of Difficult Conversations, Sam Dean deep dives on the art of having tough conversations in the workplace. Beginning with first discussing what conversation is and why it’s important, Sam then drills down on two types of conversation that many people find difficult: value conversations and difficult feedback conversations.

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Client Engagement, Mindset + Wellness Esther Ramdhari Client Engagement, Mindset + Wellness Esther Ramdhari

Client Check-ins During a Crisis - Downloadable Guide

As Sam discussed in Episode 21, it’s important that during times of a pandemic, and any type of crisis for that matter whether it be economic, bushfires or something personal, we are offering support to our clients also.

As proactive advisors this will help us to be on the front foot of situations impacting our clients as well as help maintain and strengthen our relationships.

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Client Engagement Sam Dean Client Engagement Sam Dean

How technology can be used to boost client engagement in your advisory firm

Finding out and understanding what our clients want at all levels, is at the core of effective client engagement. How do we find out what our clients want, unless we straight out ask them? Also, if we can ask them in a systemised and driven way that collects and prioritises their responses as well as establishes their gaps, then this is more powerful.

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Client Engagement Adele Spurgin Client Engagement Adele Spurgin

Client Engagement + Sales: 48% aren't doing this…

The power of the follow up is probably one of the most under-utilised sales strategies ever. In fact according to the National Sales Executive Association a staggering 48% of sales people never follow up with a potential client. If that scary stat doesn’t stop you in your tracks, best you ask your sales people if they are the chosen ones!

So the question begs, if it is so powerful to follow up why do so few people engage in doing it?

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