The Elements

July 11, 2016

Are You a Vendor or a Trusted Advisor?

Categories: Service Matrix, Strategic Alliances

Are You a Vendor or a Trusted Advisor?

“Are those new glasses…“ is how the conversation starts. A father having a discussion about his son graduating to the next phase in life where making money necessitates investing through a broker. Like many things on TV, they get some things right and completely whiff on others. In these collection of commercials from that lovable […]

April 10, 2012

Understanding Purposeful Meaning In Your Client Service Matrix

Categories: Blog, Operational Effectiveness, Service Matrix

A service matrix is an established unique resource in the financial industry. It provides you with a comparative analysis of your service offerings and differentiates you from your competitors. Creating a service matrix will help you identify the level of service your clients will receive when they work with your firm. By clearly defining and […]

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