Overcoming Obstacles to Cross-Selling

Overcoming Obstacles to Cross-Selling

“We’re leaving revenue on the table.” “Do your clients even know we offer other services?” “The more services we offer to our clients, the deeper our relationship will be.” Do any of these statements sound familiar? Although cross-selling can be an easy way to...
Client Experience is like a colonoscopy?

Client Experience is like a colonoscopy?

You may think, what? I know it sounds crazy, but it’s true. I read an article recently that shared research from Dr. Daniel Kahneman’s “Peak/End” study and supported ensuring that each of your client’s interactions with your team is positive. In the study, Dr....
Winning work based on relationships, not price

Winning work based on relationships, not price

Most people have a go-to laundry detergent. When they need to replenish their supply, they head to the cleaning aisle, find their brand of choice, and put it into their cart without a second thought. Have you ever asked someone why they use the brand they use?...
Client Experience Strategy. Does your firm need one?

Client Experience Strategy. Does your firm need one?

The answer is yes.  According to Walker Information, 86% of buyers will pay more for a better experience. And, by 2020 Experience will overtake price and product as the key brand differentiator. With clients having more choices and louder voices than ever before,...
Is User Pause impacting your CX strategy?

Is User Pause impacting your CX strategy?

35,000. That’s how many decisions the average adult makes in one day. Some of them will be trivial: choosing to change the channel from the evening news to Jeopardy. Some of them will be critical: choosing to swerve left to avoid the 12-point buck in the middle of the...