MIKE COADY

Financial Expert | Business Excellence | Growth Expert
Mike is an award winning financial expert and a well-known leader in the financial industry. Having taken two of his previous firms to Chartered Status in the UK and also achieved the prestigious National IFA of the Year Award – Highly Commended. In addition, Mike is qualified to UK Financial Conduct Authority (FCA) standards, a member of the Chartered Insurance Institute, a Fellow of the Institute of Sales Management (FISM), and a Fellow of the Institute of Directors (FIoD).
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10 ways to achieve customer happiness!

Mike CoadyBusiness Advice 10 ways to achieve customer happiness!

10 ways to achieve customer happiness!

Customer happiness should always be at the heart of what any business does.

I have listed the below top 10 tips on how to successfully achieve and implement this across your business.

#1: You need to know what’s important to the client

This is by far the most important step. When you first meet a prospective client, you need to be ready to ask a few key questions to gather important essential information. In a social situation, you’ll want to ask questions that are light-hearted, like “If you had a year’s extra salary, how would you allocate it?” Questions like these get people thinking and will readily tell you what’s important to them.

#2: You need to be open and transparent 

It is important to show that you want to help and that you care about their future. Communicating this does not have to be hard or complicated. You simply need to be open and transparent about what you can provide, how you can do so, and at what value.

#3: Genuine interest 

Not only do you want to show you care, but you want to show the client that they are important to you. You will seek to demonstrate that you are taking the time to provide for their needs, answer their questions, and ultimately meet their goals. You should always ensure the client feels as though he or she is valued by you.

#4: Provide a financial overview prior to the first meeting

To ensure your initial meeting goes well, ask the prospective client to provide an initial financial overview. This can provide you with an initial insight into their needs. It also allows you to assess their financial situation before they step foot into your office. That way, you can engage with the client in the right manner and tailor your meeting around their needs.

#5: Showcase how you can help 

Be open about where you bring the most expertise and value, and for those areas that you don’t specialise in, you know someone who does. Be sure to include information about your accomplishments in that area during your meeting – as well as your qualifications and experience.

#6: Show your passion 

If you were the one hiring a financial adviser, would you want someone who was good at their job, but complained about it? Or, would you want to work with the professional who was passionate about his or her position? It means being immersed not only in your day-to-day job, but also in the affiliations and associations in your community and profession. It also means being knowledgeable about any financial-related topic and current affairs there is. This shows you truly are an expert authority.

#7: Have a skilled team to surround you

Having a comprehensive team around you helps ensure that your prospective client receives the level of service they deserve. Your team should be focused on wowing your customers, too. Their job is to do so with quality customer service, a friendly smile, and a genuine interest to help the client no matter what their need may be. By having a quality, experienced, qualified and knowledgeable team, your prospective client knows exactly what type of service they will get from you.

#8: Make sure to ask your clients “why”

Why do they want to make this type of investment over others? Why are they coming to you now? Why do they have such a limited long-term goal? By asking why, you get more information and, in many cases, can better improve the service your clients receive and options you can offer. By asking why, you learn more about the mindset behind these decisions. You may be able to offer a wider range of services when you take this type of step. You will also be able to differentiate between what the client believes they need vs what they actually do need.

#9: Speed Stuns

Also important for any financial adviser is the ability to deliver information, service and updates quickly. That is, when a client requests information or asks about anything related to the service you provide, deliver it promptly. Fast and efficient service is something anyone can benefit from any time. Having support from others can help you to accomplish this. Remember, speed stuns!

#10: Ask them how you can impress the client

It’s important to provide a quality service, but each client’s needs are different from the next. It is for that reason that you need to ask the prospective client what you can do to meet every one of their needs. It’s not easy to do this, but clients will respect you for caring enough to go the extra mile.

It is not about what you can do for your prospective clients. Rather, it is about what you can do to solve their problems, gain their trust, and make their financial goals come to light.

Wealth management is a skill that if done right can have a tremendously positive impact on people’s lives by helping them achieve financial security. 

For more insights, further advice or guidance, you can get in touch HERE

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