Tips To Help Financial Advisors Increase Customer

Satisfaction

Tips To Help Financial Advisors Increase Customer

SatisfactionPresented By:

Dennis TubbergenGTBK Marketing

Presented By:Dennis TubbergenGTBK Marketing

When You Increase Customer Service, Your

Clients Notice

When You Increase Customer Service, Your

Clients Noticen Great customer service is crucial to a

successful business. As a financial planner, your clients look to you for long-term stability and security.

n You need to understand what they are looking for, and then you need to provide that.

n As Dennis Tubbergen of GTBK Marketing often notes, “Client satisfaction should be the cornerstone of any financial planning professionals.”

Think Outside The Box Think Outside The Boxn GTBK Marketing has successfully kept client

satisfaction high for years, and a great deal of their success has been due to the ability of Dennis Tubbergen’s creativity.

n GTBK Marketing has created many plans that provide unprecedented flexibility while ensuring that clients’ assets are protected.

n Don’t be limited by your current programs; understand what your clients need, and provide for them.

The Assured Legacy™ Program

The Assured Legacy™ Program

n One of the most notable GTBK Marketing Programs is the Assured Legacy™ Program, which gives clients unprecedented control over how their assets are transferred to their heirs.

n This program provides a unique, personal touch by giving grandchildren an annual check as a gift from their grandparent.

n In addition, the plan withholds most of the funds until the heir is of an age to be responsible with the money.

Dynasty Trust™ Dynasty Trust™

n When a Dynasty Trust™ is established, the funds are kept separate from all other financial assets and cannot be touched during a divorce, bankruptcy, lawsuit or other form of financial disaster.

n The Dynasty Trust™ Program was created, by one of the top estate planner’s in the nation, to ensure that children of a divorcing couple would not lose their inheritance in divorce proceedings.

The Immediate Legacy™ Program

The Immediate Legacy™ Program

n This plan was created by GTBK Marketing’s Dennis Tubbergen in response to the desire of clients to leave significant assets to charity during their lifetime.

n The Immediate Legacy™ Program allows donors to have no net cost of their donation, and permits the charities to use the assets while the client still holds them. The program is a benefit to charities and donors alike.

Always Ensure The Security Of Your Clients’ InformationAlways Ensure The Security Of Your Clients’ Informationn Financial planning gives you access to

some of your client’s most sensitive information.

n You have to be trusted with it, as you need to know everything to offer the most complete planning solutions.

n You also need to ensure that their information is completely safe, and the old systems don’t work in the digital age.

Keeping Information Safe

Keeping Information Safe

n There are many ways to do this. The best ones will offer selective access to private information without keeping it so secure that only the client can have access.

n The best way to keep client information private is to invest in a storage system that is secure, efficient and reliable.

Applying These Ideas To Your Own Situation Applying These Ideas To Your Own Situation

n As a financial planner, you will have your own client base to consider.

n These examples are significant to being a successful advisor.

n Let the needs of your clients guide you; if something is frequently demanded, create the idea to satisfy your clients’ needs.

n If it’s a success, offer it to other clients who might benefit.

All These Changes Will Keep Clients Happy

All These Changes Will Keep Clients Happy

n By being flexible, creating new solutions and ensuring your clients’ privacy, you’ll become a leader in customer satisfaction.

n Your clients will be happy with your service, you’ll receive great feedback and you’ll see an increase in new business as you get the best advertising of all: positive word of mouth.

n Dennis Tubbergen, GTBK Marketing CEO has over 25 years in the financial services industry. GTBK Marketing is a professional marketing and practice management services firm serving CPAs, attorneys, financial advisors and insurance agents. GTBK Marketing, based in Grand Rapids, MI, provides consulting, marketing support, training, services, strategies and information to more than 24,000 professionals. GTBK Marketing specializes in offering intellectual property and strategies, support services such as customized mailing lists and marketing materials, as well as training programs, including financial professional seminars.

About Dennis Tubbergen and

GTBK Marketing: