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Building a Client Service Model that Goes
Beyond the Clichés
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Our Agenda Today
• Giftology
• How to use the Horsesmouth archives
• Michael Kitces...on Client Service
• Your “Personal Master Calendar“
• Debra Taylor
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Our Bios
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Cliché: A Definition
•
https://en.wikipedia.org/wiki/Cliché
• A cliché or cliche (/ˈkliːʃeɪ/ or /klɪˈʃeɪ/) is an expression, idea, or element of an artistic
work which has become overused to the point of losing its original meaning or effect,
even to the point of being trite or irritating, especially when at some earlier time it was
considered meaningful or novel.
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Teresa Riccobuono
• Owner: Simply Organized
• Practice management consulting &
recruiting specialist
• 21 years in financial advisory services
• (925) 680-7549
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Summary
• ”Great service” is no longer a key differentiator. It is the
minimum threshold. Do you agree?
• What do your clients want? Have you asked them?
• What would your Client Service Standards document
look like?
• What other takeaways from today?
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My contact info:
(212) 217-1132
https://www.linkedin.com/in/chrisholmanpcc-
coach/