Being able to provide reliable information in a manner that is both expedient and non-intrusive is key to building solid client relationships, and the more my clients feel that they are being treated with great personal attention, care, and competency the more readily they will recommend and/or introduce me to future clients, thus ensuring the continued viability and development of my client roster and Bernstein's client network. Providing clients with this feeling of personal attention and care through the non-intrusive yet expedient sharing and application of information can only be achieved if it stems from a genuine desire to treat each client in precisely this personal and attentive manner, of course, and the genuine quality and integrity of my client relationships will be a cornerstone of my development plan for Bernstein Global Wealth Management.
In essence, my strategy for development will be to provide the best service possible to every individual client, while also encouraging and maintaining social bonds between myself and my clients, as well as amongst my clients. No amount of charisma or camaraderie will ever be able to compete with pure competency and results over the long-term, of course (though many have definitely experienced short-term success with such an approach), but the combination of results with camaraderie is far more powerful than results alone. Development requires nurturing, and that is precisely what I do within my social networks now and what I would continue to do on a professional basis as a Financial Advisor at Bernstein.
Providing excellent service with a personal emphasis is perhaps the only meaningful development strategy in the highly competitive financial industry. These elements would be the guideposts of my development strategy, just as they have guided me throughout my past experiences and successes.
Moreover, with Axxent about to be licensed for new treatments, we will have a better sense of the potential market among our existing customers. With our different potential customer groups identified and classified, we can then define strategies to market to each. It is important that we tailor our marketing strategy to each unique group, since each type of customer will have different needs that we should address. Also, any
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