The office experience you create is an extension of your personal branding. It helps clients connect with you on a deeper level. Consistent service, expectation management and performance will always be primary factors when it comes to long-term relationships, but there are many other factors you can utilize to help insulate your relationships from the things outside your control. How clients feel about you, especially when they meet with you in your office, contributes to their sense of belonging, which can contribute greatly to refer-ability. I can also tell you this: Many advisors have told me that their clients mention how much they love their advisor’s office environment and team culture when they are describing that advisor to a friend.

Branding is one of the most important aspects of your business, from your office to your communication, everything should be in sync. Learn more about our Total Client Engagement program which has a major focus around your personal branding: www.paretosystems.com/total-client-engagement