hello clients, prospective clients, and business alliance members. humans generally strive to enjoy life through mutual respect, understanding, interpersonal relationships, and community cohesiveness. when searching for an advisor, you should seek out independent mindsets providing a user-defined client experience.
pursue a qualitatively measurable experience that makes you feel emotionally fulfilled yet also accomplishes your objectives. some professional commentators may say that you should solely concern yourself with just asset yield; however, you deserve emotionally connected concierge service that makes you feel valued with your own human and financial capital.
how can you seek out a pleasurable client / provider experience that provides quality measurable results? breaking your search down into components will leverage your choosing experience.
first and foremost, you should clearly have a hand in your experience's design. your advisory provider must either create or provide you with a malleable concierge client ecosystem. the service provider should consider the following suggestions:
a) invite your clients within your professional hosting + email system
valued clients should have real time access to their retainer hour balances, their meeting notes, and all important recorded information. complete information transparency and symmetry will alleviate misunderstanding and boost overall relationship productivity. imagine editing notes to provide more clarity and understanding as well as type in suggested ideas.
your clients should also have their own email address within your system. keeping emails within the same email server exchange will provide tight system architectural integrity. you can balance security as desired in this area without defeating concierge service expectations.
you may also think about building your most profitable relationships with their own website address in your webpage. this service may appear excessive, but your decision depends on how much you value the relationship above and beyond financial investment.
your investment will reap dividends beyond your primary relationships through building your reputation capital. reputation capital management drives our future.
b) invite your clients within your seminar space and media production
your clients drive your reputation capital process, so you should embrace the capital management process with their time and talents. directing and coordinating their energy with your organizational energy and your ambition provides meaningful purpose.
imagine inviting valuable clients to a local seminar addressing prospective client needs. you can directly control your presentation style, knowledge, and demeanor; but, your clients may also create emotional connections with your prospective clients, reinforcing your reputation capital.
you could also co-publish blog entries with valuable clients and tie them not only into online testimonials but into future search results. as an example, you could work out an amenable arrangement with a client whose primary industry involves your target market. your client's professional network will begin creating a mental association with your client and a user-defined client experience through search engines.
search engines have become our collective mental imagery assimilator. use it wisely and create a meaningful emotional connection!
c) create an open-source smartphone application
depending on your user-defined client experience ambitions, you could enhance your service platform with an open-source smartphone application. your user-defined client experience does not have to stop at geographic borders. finding an existing program may help in the short run but denies a sustainable custom tailored client experience.
how may you build an open-source smartphone application? why would you build one? you may have additional prudent questions, but we can narrow down our discussion to those two.
building your own independent practice's smartphone application will require connecting with programming talent. you do not need to fund it all with your funding if you do not mind sharing architectural resources; most importantly, enterprising programming clients may share your vision in providing a meaningful, disruptive technology platform.
you would build your own open-source smartphone application to control your user-defined client experience. relegating your client's experience to existing technology platforms compromises sustainable user-definition. imagine your brand equity possibilities!
d) build a non-employer pension plan
pension plans must constantly balance future asset / liability responsibilities. traditionally, this concept has revolved around employer-based environments, showing obvious deficiencies for the entrepreneurial merchant class. why do you have to work for a bureaucracy to manage your future income and healthcare expenses?
imagine creating a pension trust fund that addresses outliving income and uninsured healthcare expenses without requiring employer participation. many pensions manage the income aspect relatively well; however, few pension funds have desired to take on managing the uninsured healthcare expenses, which remains shameful.
for instance, employer group medical insurance currently covers maternity care while individual plan participants lack this critical coverage. mothers will continue bringing our children into this consciousness, and we must protect ourselves from healthcare exclusion. we can play that game though and succeed triumphantly!
since the medical insurance industry provides rich group protection, marginalizing the individual plan, you should team up with your clients. your clients and you have your own needs, and with proper examination, you will find similar challenges. why not approach your collective challenges together and create a purchasing cooperative?
the purchasing cooperative based on mutual interest and need will drive the medical insurance market soon. your advisory practice should adjust tack or force a new one within your own control.
our future commercial endeavors will involve technological improvement constantly pushing the client experience envelope. your independent practice should participate in the disruption if it improves your client's user-defined concierge experience.
you can count on my professional judgment, my resource access, and my practical counsel. enjoy a meaningful day!
