"50 Things Your Customers Wish You Knew" by Sonia Simone on the Remarkable Communication blog gives you some great insights into your clients.
Client opinion #10 is: "I don’t understand a lot of the messages you send me. Can you make them clearer?" That resonates with me.
I wonder about #16, "The wealthier I get, the more I like free stuff." Is that true of your clients?
How about #34? "I have the attention span of a goldfish. Go too long without contacting me and I’ll simply forget you exist."
Most important of all, at #50: "It really is all about me."
Can you add something to this list that's specific to clients of financial advisors?
I found "50 Things" thanks to "Top 10 Blog Posts for Writers (The Best From The Best in 2008!)" by Michael Stelzner.
Susan B. Weiner, CFA
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