Systematize Your Service Offering
Read Kevin Feehily’s article that appeared on RIACentral.com to learn why having a client service matrix is important in strategically defining and delivering outstanding service to your clients.
The article explains how to:
- create a client service matrix
- use it to determine the type and frequency of services offered
- delegate work to staff
- determine how much time you and your staff must commit to servicing clients
If you need help defining a client service matrix, contact Byrnes Consulting for assistance.