11 Phrases to Make Client Feel Important

January 14th, 2022, 11:37 AM

According to ThinkAdvisor, the following eleven phrases and concepts are vital to making clients feel important.

  1. "I will handle your account personally." 

The phrase makes clients feel important because they know the advisor will not hand them off to anyone else. 

  1. Know their goals.

When delivering portfolio reviews, always review what is essential to the client's goals. It shows that the advisor remembers "why" they invest.

  1. "You've seen the recent market volatility."

When advisors anticipate their client's calls when something has happened in the market, they feel that the advisor can read their minds. 

  1. "I saw something you should see." 

Clipping major news articles and sending the client a note makes a huge impact. Clipped articles leave a great impression on clients rather than an article link. 

  1. "I met an expert. I asked a question on your behalf." 

This makes the client feel like the advisor is aware of their concerns and working diligently to ease them. 

  1. "Happy Birthday!" 

Sending happy birthday and anniversary cards or calls lets clients know that the advisor pays attention to detail and remembers them. 

  1. "I got you something." 

Gifting clients with something they can keep and display shows that the advisor is thoughtful.

  1. "How did your mom's surgery go?" 

Knowing when someone has been in the hospital and asking about them or following up about other life matters. 

  1. "I hope you can attend." 

When advisors hold recognition events, they invite their best clients and confirm they received an invitation. Clients feel essential knowing they are invited to exclusive events. 

  1. "Want to come over for dinner." 

Developing a relationship and inviting clients over for dinner makes them feel connected. Clients feel important knowing their family and the advisor's family are close friends. 

  1. "You are an important client." 

Sometimes, the easiest way to let clients know they are essential is by reassuring them. When clients feel important, they feel like the advisors act in their best interests, which builds loyalty. 

Financial Advisor Transitions consults advisors nationwide to explore employment transition options and to preserve and protect their practice in any transition that they make.

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Blog

11 Phrases to Make Client Feel Important

January 14th, 2022, 11:37 AM

According to ThinkAdvisor, the following eleven phrases and concepts are vital to making clients feel important.

  1. "I will handle your account personally." 

The phrase makes clients feel important because they know the advisor will not hand them off to anyone else. 

  1. Know their goals.

When delivering portfolio reviews, always review what is essential to the client's goals. It shows that the advisor remembers "why" they invest.

  1. "You've seen the recent market volatility."

When advisors anticipate their client's calls when something has happened in the market, they feel that the advisor can read their minds. 

  1. "I saw something you should see." 

Clipping major news articles and sending the client a note makes a huge impact. Clipped articles leave a great impression on clients rather than an article link. 

  1. "I met an expert. I asked a question on your behalf." 

This makes the client feel like the advisor is aware of their concerns and working diligently to ease them. 

  1. "Happy Birthday!" 

Sending happy birthday and anniversary cards or calls lets clients know that the advisor pays attention to detail and remembers them. 

  1. "I got you something." 

Gifting clients with something they can keep and display shows that the advisor is thoughtful.

  1. "How did your mom's surgery go?" 

Knowing when someone has been in the hospital and asking about them or following up about other life matters. 

  1. "I hope you can attend." 

When advisors hold recognition events, they invite their best clients and confirm they received an invitation. Clients feel essential knowing they are invited to exclusive events. 

  1. "Want to come over for dinner." 

Developing a relationship and inviting clients over for dinner makes them feel connected. Clients feel important knowing their family and the advisor's family are close friends. 

  1. "You are an important client." 

Sometimes, the easiest way to let clients know they are essential is by reassuring them. When clients feel important, they feel like the advisors act in their best interests, which builds loyalty. 

Financial Advisor Transitions consults advisors nationwide to explore employment transition options and to preserve and protect their practice in any transition that they make.

Return to All