by Michael Roby | Jun 4, 2011 | Uncategorized
According to the American Heritage Dictionary, both “customer” and “client” can be defined as “one that buys goods or services.” However, there are distinct differences. Customers need the transaction Clients need the relationship. Customers buy a product or service. Clients buy the people of the firm. Customers are dependent on the product for quality Clients […]
Read More by Michael Roby | May 23, 2011 | Uncategorized
Today I received an email from a financial advisor who is a coaching client. A portion of the email read as follows: “Mike; I am working on a schedule for my assistant for blocking time and activities. What are your thoughts on the subject…? Thanks.” This was my reply: For a start, book appointments – […]
Read More by Michael Roby | May 12, 2011 | Uncategorized
Only two things matter when you seek to improve production. You have your choice of one or both of two strategies: A. Increase Sales Activity B. Work with Larger Cases and Larger Clients If you cannot meet with more clients than you do at the present time, examine your activities. Look for tasks you do […]
Read More by Michael Roby | May 10, 2011 | Uncategorized
As children, these words marked the beginning of a big event, such as a circus or some other performance of colossal dimensions! With these words we knew we were in for a treat, with excitement and amazement attached to every moment. We want our clients to react with excitement and amazement whenever we meet with […]
Read More by Michael Roby | Mar 10, 2011 | Uncategorized
Customer service is overrated. Clients expect customer service, but they prefer – and need – something that is entirely different than customer service. Providing customer service is a chore and in the end does not result in business growth or profitability. Bad service will cost you business, your clients will tell others and your competitors […]
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