Thread by @5Solae

I’ve told people to build their business on customer service. It comes from service. I have a story I’ve been penning mentally since 2010. I’ll share it now. Driving. One second.

2010 - probably it was the environment, but green as I don’t know, a leaf? Long story short, getting business was difficult in a new industry and trying to sell stocks when bonds/Repos etc were the order of the day was difficult. While doing everything but closing even a small

account, I learned that if a prospect would even take your call, it was an honor eh? If they said ‘call at 10’, then you called at TEN. Not 10:05, not 10:30, but ten. Simple enough right? Well if they weren’t going to give me business, then at least they’d get good service.

And a returned phone call. Or email or whatever. Elementary right? I mean, I figured that if people are giving you their money, regardless of amount, they’re extending trust and trust, if broken, is lost, and, unlikely to return. Unless of course, one doesn’t want business.

Struck me as elementary. Except when as I suppose things started progressing and I’d meet people who said their Advisor didn’t call 😮 didn’t call back 😱 or ignored their request. So how does one expect to grow their business? 🤔. To me, there is something fundamentally-wrong

with bad customer service, ESPECIALLY in the money business. I spend a ton of time thinking about it. For instance, if I’m supposed to be earnings as a direct result of a transaction, and a client’s transaction is delayed because of ME, aren’t I shortchanging myself? 🤷🏾‍♂️

I don’t get it. I’ve had my fair share of reports, and one thing’s certain they may not always be Warren Buffett, but they serve well, without question. Non-negotiable. So when my Advisor is out of office, and my trade is delayed because of timing and I have to beg a response,

I’m not happy. Needless to say. If your business isn’t growing, check service standards. That could be the answer. Granted? It’s made life better for mine, but more is required.

I’ve had tremendous arguments through the years over subpar client service. Upset anyone but the client as far as is humanly possible. If the clients unreasonable or fire spectrum, different story. If you’re upset, keep your feelings. My stance:

Build your business on customer service. The end.

And that’s without going into the technical side of things, which will stay with me until such time. ✌🏾