Tag Archives: Customer relationship management

It’s that little bit extra…

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Let’s consider this.  You call up your advisor and he immediately asks how was your wife’s birthday.  He knows the names of your children.  He knows your birthday- and may even know your anniversary.  (Damn.  He won’t tell his wife that- he can’t even remember that date.)  He listens to your story, asks a few questions, and provides some recommendations.  He asks if you want him to call you back in a week or two to follow up- or would you like some assistance in this effort.  An eMail arrives within a day summarizing this call.

Continue reading It’s that little bit extra…

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