News You Can Use
This issue's article is by David Lawrence of David Lawrence & Associates, a practice efficiency consultant.

Client Relationship Management: An Efficient Client-Centered Model By David L. Lawrence   Defining your relationship with a typical client is the most basic and fundamental aspect of your practice. It is necessary to define your relationship with a client so that you can fairly assess your value to the client and determine your fees for such things as a financial plan, etc. Some Broker/Dealers set fee structures so that you may not have much flexibility. Nevertheless, it is important to ascertain the services you provide to your clients so that you can develop a value proposition that justifies those fees, no matter how they may be determined.   But client relationship management is about more than just fees. It is about how you are perceived by your clients and how satisfied they are with your services. There is an old saying in the profession that goes: "under promise and over deliver." Leaving your clients with the impression that they are getting much more than they are paying for leads to higher levels of satisfaction, higher client retention rates and higher numbers of referrals from those clients. Everyone likes to be treated special and that is what the client-centered model is all about. Developing a client relationship strategy that embraces the client-centered model is an excellent way to improve your financial practice and, at the same time, increase the efficiency of your operations.   David Lawrence is President of David Lawrence and Associates, your practice efficiency consultant. He also writes a monthly column on practice efficiency for Financial Advisor Magazine. For further information or to inquire about his services, please visit www.efficientpractice.com or email David at: dLawrence@efficientpractice.com. This Month's Registered Representative Opportunity: At this Broker-Dealer, they really want to do what it takes to help their customers be successful, and that helps define who they are.  They pride themselves on being able to present a variety of alternatives as solutions to their customers needs.  They have a great degree of variety in their operations consisting of a staff of special people with specialized talents.  They have everything from options, to fixed income, to advisory, managed accounts, and fee based programs.  They have experience at all levels in all areas, trading, marketing compliance and back office functions.  Their clearing is through Fidelity or NFS, having had a long and successful relationship to help make them one of their top broker/dealers.  They offer a full service platform to meet a broad array investment needs, capable of handling all types of accounts (individual, business, or institutional).  They also have an enviable compliance record since their inception; strong balance sheet that allows them to internally finance their growth and their up to date technology allows them to bring the solutions and support to your desktop.  They have a good payout ratio; good breadth and the decision tree on final decisions is short. For this and other Registered Representative opportunities, please visit www.goingindependent.com (go to our Opportunities section and click on Hotjobs) or contact Mitch Vigeveno directly at 727-725-8876.

Here's some additional links and information from Turning Point, Inc...

Mitch Vigeveno was recently quoted in Investment News.  Click here to read the article.
 

Quote of the day:
"We cannot solve our problems using the same thinking we used when we created them."
Albert Einstein