Terry-Bell
Advisely Partner
4 months agoHow do you approach your self-employed clients?
In our latest post we commented that, according to our CATScan client satisfaction database, self-employed clients were generally less satisfied with their adviser when compared to the satisfaction levels of other client types (employed, retiree). We went on to offer a few tips to perhaps lift their overall satisfaction.
Given that around one in seven clients of Australian advisers are self-employed and they invariably have multiple and diverse needs, it surely begs the question - how do you approach your self-employed clients? Do you consciously differentiate your 'how' or are they treated in exactly the same manner as all clients?
But perhaps the first question is - when was the last time you sought their feedback?
For your consideration.