Client Service Experience - Moving from Great to Exceptional in Three Steps-Client Service Experience - Moving from Great to Exceptional in Three Steps

Client Service Experience - Moving from Great to Exceptional in Three Steps - NAPFA Credit Only

Video Transcription

Video Summary

The video is a presentation by Cheryl Holland on the topics of client service, client experience, and client engagement. She emphasizes the importance of energy, engagement, and feedback in delivering exceptional service to clients. Cheryl shares a personal story about experiencing exceptional client service in China and highlights the power of listening and understanding emotions in creating a positive client experience. She also discusses the importance of goal setting and shares examples of clients who achieved success through this process. Cheryl concludes by emphasizing the importance of punctuality, fulfilling commitments, and practicing active listening in client interactions. The video overall emphasizes the value of energy, engagement, emotional intelligence, and processes in delivering exceptional client service and creating meaningful experiences.

Keywords

client service

client experience

client engagement

energy

engagement

feedback

exceptional service

listening

emotions

positive client experience