Yes, you make your living as an advisor to your clients, but you are also a client to the advisors you engage. You can gain insight into the client/advisor dynamic by examining how your needs are being serviced.
Take a moment to reflect on your service providers: your consultants, your financial advisors, your doctors, maybe even your plumber. Who among them gets it right? Who has that optimal combination of competence, professionalism, consideration, and communication? Got someone in mind? Good. We will call this person your “Ideal Advisor.”
I imagine that you intend to continue retaining your Ideal Advisor for the foreseeable future. After all, they have earned your loyalty by consistently delivering a positive experience.
Now, how can you emulate them?
It’s a question worth pondering. They have mastered the art of client satisfaction—the very thing you endeavor to provide to all of your clientele. Follow their example so that the next time your client pauses to reflect on their Ideal Advisor, the name that comes to mind is yours.
