As I transitioned from cutting the hair of ambitious professionals and the movers and shakers in San Francisco’s Financial District, I always asked about their business. Their advice helped me, and many stories gave me great content for my earlier presentations on Getting, Keeping and Deserving Your Customers.
Here is one example from long before we had LinkedIn, YouTube, and email. I am sure you agree; the PRINCIPLE is still sound.
John, a successful young financial planner, told me a compelling story demonstrating a powerful approach to building credibility and trust with high-value clients, especially when you are the new contender in a competitive field.
The Journey Begins
John told me, “When I was thirty-three, I transitioned from another industry into my father’s established financial planning firm. Although my father was well-respected, I started from scratch—no personal reputation and no clients.”
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