Charles Schwab Corporation is client-centric. How do you continually strengthen relationships with your exciting client base?
Many employees in the wealth management industry are commission-based and rely on constantly tending to their client relationships. Therefore this question is designed to assess your approach, work style, and work ethic. Walk them through your solid strategy for building and maintaining strong relationships with your clients, new and old, while continually building upon your existing client base.
"It's important to take time every day to strengthen relationships with prospective customers and my existing client base. For me, it's all about adding value to my offering. This value could be in the form of my monthly newsletters or the market reports that I publish quarterly. I spend the time crafting interesting downloads, whitepapers, and other PDFs focused on educating my contacts. This way, they become more comfortable with me and begin to see me as a thought leader in wealth management. Because of these frequent touchpoints, I am often the first name they think of when they are ready to build a stronger financial future."
"I think that one of the keys to client connection, as a Financial Advisor, is to have an approachable, professional brand. Business school taught me that humanizing your brand was essential for client engagement. Everyone wants to feel a connection with their advisor, built on trust and loyalty. I plan to approach client engagement in a hands-on manner that includes as many phone calls, follow-ups, and in-person meetings as possible."
