eight steps to take.
by penny breslin
it’s not just the numbers
moving from compliance to reliance services is not an easy task. if you are feeling a bit overwhelmed at this point, that’s okay. however, the joy of offering back office support (bos) services and working closely with clients to help them meet their goals is well worth the effort. having a strong team, clear procedures and technology that works for you are the building blocks that allow you to succeed in this endeavor.
more: make cybersecurity a client service option | how to safeguard client information | three demos: pricing your value add | procedures require regular revisiting | why federated search matters | tips for getting clients started on bos | the best tech for your team and clients | marketing? know your goals first | eight things to stop doing now
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the next layer is the clients – meeting with them, working with them and setting up the procedures to ensure that you are truly their advisor. when you carefully select your clients, take the time to understand their needs and goals, and hold them to a paperless work environment, both your team and clients will reap the rewards.
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