Making the Most of Your Sail Into Summer (Part III)
Client Segmentation
Many advisors have segmented their clients into tiers such as A,B,C or Gold, Bronze, Silver, etc. Often this is done rather loosely, based on AUM with some stragglers. VOS can assist you in developing and implementing an effective client service level segmentation for your current client base.
There are so many benefits of client segmentation, not the least of which is bringing clarity to the services provided, who receives them and when. Monitoring and reporting on services provided doesn't have to be difficult. The value in a carefully planned structure of meaningful data cannot be overstated when it comes to delivering stellar service. Client segmentation helps to maximize the value of your CRM by giving you immediate access to the exact information you need, at the moment you need it.
Tax Document Collection
Let your VOS team help to ensure you have received your client’s latest returns, have their updated CPA's information, and put the data checks in place to ensure you receive all of this information for the follow up years.
If you are not currently utilizing your CRM to track important information which can be helpful in tax planning for your clients, let us assist you in setting that up. We can also help you put processes in place to proactively get information to your client’s CPAs in advance of them asking or add time sensitive links for CPAs to securely retrieve information from a client’s tax file without the client having to supply it.
Gathering & Organizing New Client Data
Do you currently have a fillable data gathering sheet for prospective and new clients to complete prior to an initial meeting? Or is it more like some stuff written in a notebook and a couple of sticky notes? VOS can help you streamline your client/prospect data gathering methods and tools.
The complexity can be as simple as some basic contact information used for setting up your prospective client in your CRM or as complex as gathering important financial data, including questions about why they are seeking financial guidance, their goals, etc. This can be added to your website or linked in your email signature for ease of use. Gathering data prior to your initial meeting can help to make that meeting a productive one where you can focus on building the client relationship, setting a good first impression, and letting the client know you value their time.
Let VOS edit your existing fillable form or create a branded, customized form for you from scratch!
We would love to hear from you!
Click here to email Heather Rivera, our Director of Operations. Please also feel free to call our office at 954-271-2966.
Our virtual door is always open.
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