Stay on Top of Standard Tasks
You must fall on the sword, so be prepared to be effusive in your apologies and make sure you don’t do it again. --Bedda D’Angelo, CFP
Manage client expectations by performing actions as quickly and clean as possible. Return their e-mails and phone calls in the same day if possible, and act quickly on their requests. Don’t annoy clients by making multiple mistakes, or talking to them more than once about the same topic. "Say you ask them to send a form, which you then lose so you have to ask them for it again. Repetitive requests like that may get them upset," says D’Angelo. "You must fall on the sword, so be prepared to be effusive in your apologies and make sure you don’t do it again."
-Bedda D’Angelo, CFP and president of Fiduciary Solutions in Durham, North Carolina, in Tips for Holding on to Good Clients, and Getting Rid of Bad Ones
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