As financial advisors, we know you understand how crucial great service is when it comes to interacting with your clients. However, there is always room for improvement; tips to consider for areas you might be neglecting or just haven't thought about.

For episode 104, Stephen and Kevin sit down to discuss ten different service principles for financial advisors. Service can be largely subjective and depend on our own experiences - from the business side of things to the consumer. Yet, despite this variation, there are general principles and standards that can be drawn to ensure you are providing top-tier service to your clients, COIs, prospects, and even your own employees. Check out the episode to learn more about how you can enhance your service model.

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Table of Contents:
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0:00 - Intro
1:07 - Personal Stories
6:17 - Team Service Initiative
8:28 - Treat Your Team Like Your Clients
10:15 - Don't Be Too Casual with Your Language
12:53 - Focus on Response Times
14:49 - Be More in the Moment
16:37 - Own Your Failures
18:34 - Attitude is Everything
20:42 - Adapt Your Communication
22:48 - Help Them Help Themselves
23:52 - Segmentation & Service Models
25:28 - Hire Great People
28:03 - Oechsli Coaching