Industry Insights

customer getting great service

BE OUR GUEST!

Put YOUR Service to the TEST Just as Lumiere, in Beauty and the Beast (Disney 1991), was excited to have Belle to serve; so, should your front-line people be excited to serve your clients.  Providing the right financial solutions is more than just a concept – it is a pledge to help improve their financial…

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LOVING YOUR CUSTOMERS

LOVING YOUR CUSTOMERS – 3 TIPS

What Does Excellent Customer Service Look Like NOW? With the current Covid-19 pandemic situation of Safer at Home and business modifications, how do you maintain as an essential business? Here are 3 quick tips to help you thrive in the midst of chaos.

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The Value of Mystery Shopping

It’s A Mystery! How Are We Doing?

The Value of Mystery Shopping Louis Vincent Gerstner Jr. is an American businessman, best known for his tenure as chairman of the board and chief executive officer of IBM from April 1993 until 2002.  He is credited with the quote, “People don’t do what you expect but what you inspect”.1 Like Sherlock with his magnifying…

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