It’s Not That Hard

A Call to Financial Advisors: Immediately Raise the Voltage on Client Service

Over the past 20 years, I’ve observed a troubling trend: declining competence and commitment to client service in the financial services industry—client data confirms this regarding Financial Advisors. Ideal Clients are not impressed with Financial Advisors in general.

For High-End Financial Advisors, losing an Ideal Client (the top 20% of your Ideal Clients who generate 80% of revenue) is rarely about poor investment returns. It’s almost always due to a client service failure:
❌ Slow response times
❌ Irrelevant or excessive meetings discussing “the markets”
❌ Clients not thinking the meetings are “worth the time”
✅ Extraordinary client service isn’t optional—it’s your retention strategy.

Ideal Clients stay loyal when their expectations are exceeded in ways no other advisor in your market dares to match. Here’s the challenge: how can YOU “raise the voltage” on your Ideal Client service?

Imagine making a commitment like this:

✨ “When you call in for something with me, you’ll connect on that call, or else we’ll call you back in less than 2 hours — or I’ll buy you a Tesla.”

Would that make your firm “The Only Game in Town” for client responsiveness?

Absolutely. 🚀

Advisors who master Positively Outrageous Service for their Ideal Clients build unshakable trust and long-term loyalty. The question is, are you ready to make the effort to become indispensable by delivering an extraordinary client experience?

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If you’d like more articles on how to make this a reality in your Financial Advisory business, let me know. Just shoot me a LinkedIn message. -Mark McKenna Little