+613 9016 9618 rachel@srscc.com.au
SRSCC
  • Marketing Services for Financial Advisers
  • Professional Speaking
  • About
  • Blog
  • Podcasts
  • Contact
  • Home

12 Reasons clients maintain an ongoing relationship with Financial Advisers – Marketing for financial advisers

Home | Marketing for Financial Advisers | 12 Reasons clients maintain an ongoing relationship with Financial Advisers – Marketing for financial advisers

07 Mar 2019

12 Reasons clients maintain an ongoing relationship with Financial Advisers – Marketing for financial advisers

by Rachel Staggs | in Marketing for Financial Advisers
12 Reasons clients maintain an ongoing relationship with Financial Advisers – Marketing for financial advisers

In one of my last posts, I talked about what clients value about a financial adviser. It was evidence-based meaning it was taken from the research I have conducted for many years with clients of financial advisers. In today’s post, I’d like to share why clients maintain an ongoing relationship with a financial adviser, again, evidence-based.

The statements below are a good indication of the feedback that I receive from actual clients of financial advisers. I believe it’s important to regularly talk to your clients to find out what they value about your advice, what benefits you’ve provided them in terms of your advice and why they remain a client. Your business is built on your clients so why not get their feedback about your business?

  1. Good service. Friendly and speak in a language that is easy to understand – no jargon. They include myself and my wife in the meetings so that both of us understand the advice and what our financial situation is.
  2. Because of their caring attitude and overall effective management of our portfolio. We have no reason to leave.
  3. Because they know us, they know what we want to achieve and they know our financial situation. They’ve helped us plan for our retirement, without them I doubt we’d know when we could retire.
  4. We need them because we don’t know how to look after our finances ourselves.
  5. I trust them with my finances. They haven’t let me down. I’m comfortable that they have my best interest at heart because they haven’t done anything wrong so I have no reason to doubt them.
  6. I only have to speak to one person which I can do face to face, via email or over the phone whichever suits me far quicker than I could find the answer out on the internet.
  7. They are the ones that have organised our finances and know how to manage them. We don’t so without them in our lives we would be a complete mess.
  8. They have provided very useful advice which has ultimately helped us so we trust them. We don’t have to get involved in the details. They tell us what we need to know at a high level which is all we want.
  9. Don’t have time to know what changes are being made in government that might impact is or what’s happening in the financial markets that could also impact us. We pay them to monitor all that for us.
  10. They are proactive and contact us way before we’ve even thought we should contact them about something so it demonstrates that they have our best interest at heart and really do understand us.
  11. We know that we can contact them at any time we have a question and they will respond. Even if they don’t know the answer they’ll find out and tell us. That gives us peace of mind.
  12. Because we now have a better understanding of our finances which means we can make better decisions today about things that we want and know how those decisions will impact our future.

Of course, it goes without saying, your clients might have other reasons why they remain a client of yours, the above are general themes that I have put together based on the years of research I have conducted. It is important to note, however, that if you don’t know why your clients remain with you how do you know what’s important for the future of your business?

For more information please contact me directly, rachel@srscc.com.au

Tagged adviser marketing, client communication, financial adviser marketing, financial planner marketing, financial services markeing, marketing for financial advisers

About Rachel Staggs

Post navigation

How to differentiate, stand out and be remembered using audio with Matt Dickson, National Head of Creativity Southern Cross Austereo [SCA].
How to promote yourself as an expert financial adviser – marketing for financial advisers

Related Post

Networking still works! Financial Adviser Marketing

Networking still works! Financial Adviser Marketing

What Did The Barefoot Investor Have To Say About Marketing…….

First let me explain why I interviewed Scott Pape because I received an email from a financial adviser yesterday telling me that Australian advisers don’t like him! ...

How to Put Your Clients at Ease – Marketing for Financial Advisers

How to Put Your Clients at Ease – Marketing for Financial Advisers

TESTIMONIAL

Rachel has been working with us for some months and I commend her highly to any advice based business seeking to develop a comprehensive marketing plan. Whilst supportive and professional she knows when to call us to account and keep the process on task. She has developed a comprehensive manual and marketing plan for our business which we are both impressed with and excited about implementing. Rachel will continue to consult with us as we take this journey.
Gil Gordon / RI Lower Hunter & Newcastle
We recently engaged with Rachel to 'sharpen up' our marketing collateral and help communicate our unique value proposition to clients. We found Rachel to be knowledgeable, professional and results focused.
Chris Kozaris / Executive Director of Morgans Financial Brighton

Meet Rachel

Rachel Staggs

Rachel Staggs

Director

FOLLOW SRSCC

Twitter
LinkedIn
EMail

LATEST NEWS

Ways to Improve Your Value & Ask Great Questions – Marketing for Financial Advisers

Ways to Improve Your Value & Ask Great Questions – Marketing for Financial Advisers

September 24, 2019
How to Influence Your Ideal Clients – Marketing for Financial Advisers

How to Influence Your Ideal Clients – Marketing for Financial Advisers

September 16, 2019

TESTIMONIAL

Rachel has a very personable manner about her which is very refreshing. I have found Rachel to be very approachable and she has integrated her expertise into our business, it is just like having a specialist marketing manager in house. I would highly recommend Rachel within the Financial Services industry as she understands what it takes to succeed in this very niche industry.
Cameron Forbes / Forbes Financial Planning
© SRSCC 2016
  • Marketing Services for Financial Advisers
  • Professional Speaking
  • About
  • Blog
  • Podcasts
  • Contact
  • Home