2024 Playbook Series #2, Session #2: How to Know What Your Clients Want from Your Firm

Video Transcription

Video Summary

In the video transcript, a panel of experts discuss the importance of finding a niche market and understanding what clients value in order to tailor services effectively. They emphasize the need to continuously evaluate and innovate to meet changing client needs. Strategies such as asking clients about their values and creating client service scorecards are recommended. The panel also highlights the significance of aligning personal vision with business offering to create a business that serves both the clients and the advisor effectively. The key takeaway is to focus on creating unique value, consistently ask clients for feedback, and adapt services to meet evolving client needs.

Keywords

niche market

client value

tailor services

evaluate

innovate

client feedback

service scorecards

personal vision

unique value