Thirty seconds to better client conversations

Date: 2009-05-28

Tags: Client communication

These days, we're all looking for ways to make the time we spend talking to clients on the phone and in meetings more productive.Recently, I spoke to an advisor who has made one small change to his routine that has led to better results from client interactions. With an investment of just thirty seconds before each call and meeting, he has seen a meaninful change in outomes.At the beginning of each day, he takes a piece of paper with three columns.

Each time he picks up the phone to call a client or gets set to go into a meeting, he takes thirty seconds to enter the client's name in the left hand column.

In the middle column he writes down the single most important thing he wants to achieve in that phone call or meeting.

When he's finished the call or after the meeting, he does one final thing - and writes down whether the objective was achieved entirely, in part or not at all.

At the end of the day, he adds up how many of the conversations led to partial or complete success against that key goal - and he tracks this by day and by week.

He's found that doing this and this alone has made his client interactions more productive. It's a little thing - but often it's the little things that make a big difference in the return on our time.

If you're looking to make your time more productive, consider giving this a try to see if you too see a change as a result.