What is your customer philosophy ?

Eg - Jarrett Thompson of State Farm asks potential employees; "How are you going to be different?" Julia Chapman of Independent Planning Group warns, "clients want advisors who will listen", Erin Craig of RBC advises new financial professionals to "think outside the box" and Carlos Rios of Investors Group puts the following statement in all of his outgoing correspondence:

"It is my sincere desire to convert my clients' dreams into reality

through suitable financial planning strategies."

Purpose

Building on your own personal experience as a satisfied (and frequently unsatisfied) consumer and your knowledge of customer behaviour through work experience and study in this course, you will be creating customer service philosophy or mission statement.

Objective

1.To demonstrate an understanding of how to define your personal purpose

2.To identify the combination of unique characteristics, talents, goals, and requirements that work together to define who you want to be as a financial professional

3.To present in written form an individual, personalized Customer Service Philosophy statement

As you work towards determining your customer service philosophy, you may want to ask yourself some of the following questions:

What do I enjoy doing?

When am I the happiest?

What could I do better?

What do I believe is important?

What am I good at?

What is my proudest accomplishment?

What do I want others to think of me?

How do I want others to remember me?

And most importantly, how do I want my clients to see me? How will I go about achieving that?

Requirements

Like Carlos' example above, prepare, short mission statement that would look good below your signature line on outgoing emails, or the top line of your resume. explain your mission statement using the assignment questions above as how your customer service philosophy has developed over time and how it will give you a competitive advantage over other financial professionals eyeing the job of your dreams (or your clients!) What strategies will you use to ensure you follow through?