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Work Better with Couples

07:30AM Mar 04, 2009 in category Tip of the Day by AdvisorMax

Conclude by promising to provide the information to make knowledgeable decisions. --Bryce Sanders

Say you have a client couple, and the wife is your regular contact. You and she get along well, but you sense that the husband may not be satisfied. To address the issue head-on, call the husband at home and ask for a meeting. When you all get together, pay concerted attention to the husband. Conclude by promising to provide the information to make knowledgeable decisions. This strategy can reduce tension and save the relationship.

-Bryce Sanders is president of Perceptive Business Solutions, in
Client Retention

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