Self-perception:
What do I think of myself? This first perspective requires you to regularly take a step back and look at what you think you are doing for your clients and how well you think they receive your services.
Perception by others:
What do others think about me? This is the difficult part, like standing naked in front of the mirror. It is a great reality check, but something that you would try to avoid if you can. Asking your clients what they think of your services may reveal a new picture.
Perception of what others think: What do I think about what others think of me? Every adviser needs to critically assess themselves. This does not mean you need to be negative about your behaviour but should ask yourself “how did I do?” after each client perception study.
To cover all the bases in your service offering and look carefully at the three perceptions highlighted above, we ask you to answer relevant questions to determine your self-perception. Thereafter we provide a tool for you to ask your clients the same questions. Once the client has responded we automatically analyse both your and the client’s responses to determine your SWOT score.
By doing Practice101’s client perception study on a regularly basis with different clients you will show clients your commitment to them and consistently improve your bottom line.
To uncover your client expectations, identify cross selling opportunities and see what your clients think your business and its services, start the perception study and get your SWOT report…