How to: Create a Service-Oriented Business
As Financial Advisors, we're the guardians of financial well-being.
We recognize that our role extends far beyond transactions; it embodies a commitment to understanding, empowering, and ultimately enriching the lives of those whom we serve.
Service is not just something we offer, it’s a lighthouse that guides us in our business, our clients, and in our lives . Delivering exceptional service - and experience - takes centre stage, leading to positive outcomes for both the Advisor and us.
In the last few years, I’ve had some thoughtful and interesting conversations on my podcast,
Turning the Page, with industry experts and individuals who embody ‘service’, in their individual, unique ways. Below Continue reading to explore my recent conversations for insights on enhancing ‘service’ in business.
I’d love to learn how you plan to do so,as well! Let’s jump on a call and have a virtual coffee to discuss.
Service via Personal Alignment and Authenticity:
Episode 47: Turn Strategy into Action with Keita Demming
Service is not just something you embody for your clients, it’s something you embody for yourself. Having a clear strategy for your business and life enables you to better serve your clients. It begins with serving yourself as well as finding and living in your authenticity. I enjoyed my chat with Keita Demming, an author, trusted Advisor and Thought Leader in design, strategy, and innovation. His book, Strategy to Action, shares a practical methodology that’ll help turn your biggest ideas into real offerings. These principles can be used in both your personal and professional life - to better serve yourself, and in turn your clients.
Listen to the full episode here or on Spotify, or Amazon Music
Listen to the full episode here or on Spotify or Amazon Music
Serving via Compliance:
Episode 48: Learning About the Office of the Investor with CIRO’s Karen McGuinness
One of the most fruitful conversations I had was with Karen McGuiness, leader of the Office of the Investor. She’s part of the new SRO, the Canadian Investment Regulatory Board. Karen discusses the importance of compliance, and how being in tune with this quick-evolving environment is the ultimate act of service for your client - helping to protect and keep them on track. Karen shares some valuable tips on how to keep you and your clients in the clear. My favorite piece of advice? Document, document, document!
Planning Your Future Business via Service:
Episode 49: There’s More than One Way to Prepare for the Succession of Your Business with John Novachis
Being prepared to step away from your business is an act of service to both your clients and your team. Making sure your succession is set up so that everyone involved can continue to receive great service is extremely important. I appreciate my chat with John Novachis, Executive Vice President of Corporate Growth and Development at IPC. He provides service by dedicating himself to the success of IPC and our team of independent Financial Advisors. He shares the many ways he has worked with Advisors to set up succession plans that serve not only themselves but everyone else involved.
Listen to the full episode here or on Spotify or Amazon Music
Listen to the full episode here or on Amazon Music and Spotify
Service via Putting People First:
Episode 50: Building Resilience through Adversity with Peace by Chocolate Founder Tareq Hadhad
It’s tough to find someone who embodies service more than Tareq Hadad, founder of Peace by Chocolate. From serving in a medical relief operation in Lebanon, to helping build his family business in Damascus and finally serving his new community in Antigonish, Nova Scotia, Tareq is no stranger to service. Tareq shares his passion for peace and entrepreneurship, and helped his family relaunch the family business and recreate the chocolates they once exported across the Middle East. Their story has turned into an international inspiring phenomenon. Tareq teaches us to not only focus on your return on investment, but your return on people.
Serving Through Creating a Great Client Experience:
Episode 52: What I Learned from Five Star Hotels and and How to Offer Five Star Service in Your Business
Over the holiday break, I went on an epic 17 city tour across Southeast Asia! Travel is one of my passions and I love studying how five star hotels and restaurants work and interact with clients. They are built around offering the best service possible. In this episode, I share with you three things I learned from five star businesses that leave a memorable impression, and how you can start implementing these into your business today!!
Listen to the full episode here or on Amazon Music and Spotify
- What does service mean to you?
- How does service manifest in your business?
- What do you do to serve your clients?
I’d love to have a virtual coffee with you and talk about it.
Be sure to subscribe to the podcast on
Amazon Music,
Apple,
Spotify or wherever you listen to your podcasts so you don’t miss the latest episodes of Turning the Page!
Chris
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