Fidelity is client-centric. How do you continually strengthen relationships with your existing client base?
Many employees in the financial industry are motivated by commissions to build excellent relationships with their client base. But Fidelity wants to ensure all their representatives embrace their mission "to strengthen the financial well-being of our customers and deliver better outcomes for the clients and businesses we serve." They consider themselves "a financial services company that puts people and relationships first. Being committed to helping people lead better lives starts with our employees." For these reasons, it's in your best interest to have a solid strategy for building strong relationships with new clients and building upon your existing client base at the same time. Discuss some steps that you take to ensure you have profitable client relationships.
"It's important to me that I take time out of every day to strengthen relationships with my prospective customers as well as my existing client base. 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."
"One of the keys to client connection as a Financial Advisor is an approachable, professional brand. I learned in business school 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."
