Closer to home
Finally, don’t forget that our customers extend to members of our own team too. So, think about what you do and how you communicate and engage with your team members. Don’t deluge them with emails about spare bottles of milk in the fridge, the post arriving etc. Issues such as this can be dealt with by way of a simple conversation. You can pick up far more from talking to people than you can from sending them an email.
Building a strong working relationship within the team relies on having strong lines of communication in place. As an old advert used to say “It’s good to talk”. I couldn’t agree more.
About Tracey Underwood
Tracey is the owner and founder of PACE Solutions. The business provides support for financial planning firms by focusing on operational practices including; recruitment, compliance, processes, client proposition and business strategy. This is achieved not only through a consultancy process but by hands on implementation to ensure that firms achieve effective results that would otherwise not be achieved through consultation only.
