{ "media_type": "text", "post_content": "What do you do service-wise that really wows your clients and prospects?", "post_id": "5ab36a5f0f1e091045cbe1c2", "reply_count": 6, "vote_count": 6, "bowl_id": "599feb177c057d0010be0554", "bowl_name": "Financial Advisors", "feed_type": "crowd" }

What do you do service-wise that really wows your clients and prospects?

Posting as :
works at
You are currently posting as works at

Why would I tell you that? Lol


Because we're peers and it's highly unlikely that we are in direct competition with one another. I always try to get answers to their questions that might not have anything to do with my role in their plan. Example a client mentions that they're not sure when the best time to submit their pension paperwork, I write it down and call them the next day with an answer. It's a question they weren't really expecting me to tackle right away and when I call them they think "oh wow he remembered that and followed through on that for me". I try to focus on some of the little things that go a long way


Attention to detail LOL, was that a test?


It’s the detail to attention. Believe it or not a personal note in a birthday card, a skype call to wish them a happy birthday or a call. One client I called..his wife had forgotten and I was the only one that called him. I was in New Orleans and didn’t realize they had a WW11 museum. Number 2 in the nation. I have a veteran that is proud of his military family, I emailed him and told him I had thought of him. Sent him link and details. It’s the emails that I send out with interesting article on a stock they own or bitcoin that a client asked me about.


Good grief I was at a stop light and quickly typed and now I can’t edit! 😂🤣

Additional Posts

Changed my company but it didn't update!

Ahh it is posting but into middle of feed as opposed to top.


What are some good companies to work for in Dallas?

Does anyone know if you can order house plants online? I'm not comfortable going to stores


Should I move to Santa Monica or San Francisco?


Anyone at Altman Solon willing to give their thoughts on the company/potentially provide a referral? Currently with an internal strategy team at a telecom company but thinking about making the switch to consulting. Thanks!


Now whenever I see someone standing in a random spot holding up their phone, I just assume they're catching Pokemon.


I have a household income of $400,000 and take extra ketchup packets from McDonald's so I don't have to buy my own. Anyone else cheap like me?


How does everyone calculate their TC? Do you include bonus potential? Other guaranteed cash? Equity assuming full vest?


Can someone explain to me why we aren’t just moving to a school system where 1 teacher can zoom class to 200-300 students like a college lecture hall? Why are we bothering with stuffing kids into classrooms


You know the project is going well when even the client sponsor jokes about jumping out of the window so someone else has to deal with this shit...


Is it acceptable that one member on my team just stopped showing up, turns out that she joined a new company without resigning, because she thinks it's too "difficult to manage the hard conversation with the team". She has been collected few more paychecks after she left. Can company technically sue her?


Been approached for a management consulting role in procurement/supply chain. The role seems very interesting, however can anybody shed some light on what it’s like working in that kind of role (specifically for M&A services)? I’ve been advised exit opportunities would be to stay in procurement or go into Commercial Finance? Thanks!


Damn, who is responsible for this mess?

Post Photo

How old are people on here? (I'm 31/f, and relatively new to fishbowl so sorry if this question was asked already)


I am interviewing tomorrow at Gartner for a Senior Consultant role in Canada. Does anyone know about the work culture in Gartner Consulting and their salary range for a Senior Consultant.


millionaires by 30 - how’d you do it?


D fish: best way to boomerang back to a different practice?


What book changed your life/perspective?


Anyone want to give me a like so I can get to 11 ♥️’s in order to DM for a referral. I’ll like all comments for this post in return and I hope others will as well. Let’s all get to 11+ hearts together.


New to Fishbowl?

Download the Fishbowl app to
unlock all discussions on Fishbowl.
Download Fishbowl to see what others are saying
That was just a preview…
Sign Up to see all discussions
  • Discover what it’s like to work at companies from real professionals
  • Get candid advice from people in your field in a safe space
  • Chat and network with other professionals in your field
Sign up in seconds to unlock all discussions on Fishbowl.

Already a user?
Login here


Embed this post

Copy and paste embed code on your site


Download the Fishbowl app

Get realtime notifications and see
what's happening in your industry
from the palm of your hand.

For account settings, visit Fishbowl on Desktop Browser or