Customer Service Archive
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RC talking points for independent and non-aligned financial planners
Posted on 27 April, 2018It takes 20 years to build a reputation and five minutes to ruin it. If you think about that, you’ll do things differently. – Warren Buffet The Royal Commission (RC) […] -
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Automation Versus Client Service – Get the Balancing Act Right
Posted on 21 March, 2017Now more than ever financial planning, accounting and other professional service providers are looking at ways they can automate their processes for efficiency. It’s important to remember though that as […] -
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Graduates can fill the advice gap, as Baby Boomers retire
Posted on 31 May, 2016I recently had the opportunity to speak with Alisdair Barr, Director at Grad Mentor. Grad Mentor is a Specialist Resourcing provider that connects small to medium financial planning principals with […] -
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Robo Advice – Hardly ‘Skynet’… more like DIY
Posted on 30 March, 2016Much is being made about Robo Advice in the financial trade press for financial planners in Australia. Some commentators are almost suggesting it’s going to be a ‘Skynet’ moment, personal […] -
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Client research and reviewing your advice and service
Posted on 10 February, 2015Guest Blog Post by Nathan Williams Managing Director, Customer Return For many financial advisory firms and groups, the task of undertaking client research is a ‘special project’ rather than a […] -
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Don’t follow the flying kangaroo with your own customer service
Posted on 27 February, 2014I recently had a concern with Qantas following a flight from Melbourne to Sydney and thought I would share my thoughts through their website. I decided to visit their website instead of […]