How do clients assign advisers value?

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September 20, 2011

One of Mark Lacher's clients introduced him as "the firm that does all our insurance and a million other things for us." Is that how clients see your relationship too? Read in today's BeAdvised as Lacher shares three inter-related areas that he believes has to become the units of measurement going forward.


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26 Comments

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Posted by: my d | August 25, 2012 3:53 PM

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How do we measure strategic value? The way clients talk about us is a good place to start. tapetes para yoga

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Posted by: djmax 2 | August 11, 2012 5:50 PM

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Changing the way the clients perceive the broker is key to being able to make a transition away from simply offering the products & services that have defined the role up to this point, yet it can be a difficult concept.pisos para gimnasio

Posted by: Adam J | August 10, 2012 7:00 AM

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I believe finding ways to change the conversation with your clients is perhaps the single most important topic for benefits shops across the country. pisos para gimnasio

Posted by: Adam J | August 10, 2012 6:59 AM

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Quite naturally because of the products and services that abound in our industry, the tendency is to believe that we are measured only by these things.smarsh.com

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Posted by: antic h | August 3, 2012 5:39 AM

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our metrics were wrong? What if we simply think we know how our clients assign value?Online Directory

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I think there is so much that goes into this. You need to do your homework on this. It will pay off in the long run. marine radar tracker

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Posted by: antic h | July 25, 2012 10:20 AM

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How can we start to change how our clients buy us and assign value to our relationship? I don't intend to give answers to these difficult questions, but I would like to offer some opening comments.https://www.1blick.de/

Posted by: antic h | July 24, 2012 4:58 AM

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I was recently with a client who was introducing me to another employee in their business. click

Posted by: antic h | July 23, 2012 10:00 AM

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I was recently with a client who was introducing me to another employee in their business. She said, "this is Mark from Lacher & Associates, you know the firm that does all our insurance and a million other things for us."HCG drops

Posted by: Adam J | July 23, 2012 5:13 AM

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When we connect to our clients' business strategy we not only change the way clients buy us, we also create stickyness. We simply change the unit of measurement from products/services to strategic value.HCG drops

Posted by: Adam J | July 23, 2012 5:11 AM

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By unit of measurement, I mean those elements/things that clients assign value too, like our services, products, etc. Let's face it we all like to measure things. smarsh

Posted by: graphix z | July 22, 2012 7:08 AM

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I believe finding ways to change the conversation with your clients is perhaps the single most important topic for benefits shops across the country.smarsh

Posted by: graphix z | July 22, 2012 7:05 AM

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I would share some thoughts on how to effectively move our role as advisers forward. alfombras para oficina

Posted by: antic h | July 16, 2012 5:22 AM

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I am a financial consultant who has just left the competition is not a typical state of IL. Says. "For a year after the end (I quit), you are prohibited from directly or indirectly induce a customer who is assigned to you the years prior to termination to terminate or modify the customer relationship with (my employer before ). This means I can go after customers who have been assigned to me or a year ago? tadalis sx

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that is a good question, but I dont have a certain answer right now. Maybe we will see improvements soon. office cleaning Calgary

Posted by: lucy s | May 17, 2012 8:39 AM

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Excellent ideas, Mark. Changing the way the clients perceive the broker is key to being able to make a transition away from simply offering the products & services that have defined the role up to this point, yet it can be a difficult concept. Measuring is a great way to think about it - it's tangible for both the broker & the client. Also, by giving the clients words through messaging and through the actions of the firm, we can continue reshaping those perceptions.

Looking forward to the next installment!

Posted by: Wendy K | September 21, 2011 2:41 PM

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