Outstanding customer service in private client

This practical webinar explores how private client practitioners can deliver an outstanding and consistently tailored standard of client service, from correctly identifying who they act for and adapting their communication style to individual needs, through to managing family dynamics and insistent relatives. It also considers how practitioners can build lasting, intergenerational relationships of trust while protecting themselves and their firm when difficult behaviours or family conflicts arise.

Topics covered include:

• Who is my client? Establishing instructions and identifying who you act for
• Understanding individual client needs and making reasonable adjustments
• Adapting your advice style – the need to be a legal chameleon
• Managing family dynamics and insistent relatives
• Becoming the family’s adviser for life – building intergenerational relationships
• The golden rules of outstanding client service