Whether it is a business that sells stock, or whether it is a business that sells or provides a service all businesses generate their revenue through the provision of their particular products and/or services. That’s how a business operates in a capitalist economy.
Including myself, I wonder how many businesses are in the habit of regularly checking in with their clients or prospective clients as to how well they are actually meeting their needs.
To explain further - I have a belief that there is a definite need in the financial services marketplace for a service such as mine. My service is not product based. Broadly speaking, I offer fee-for-service budgeting assistance, finance coaching and education in the more efficient and effective usage of your existing financial products and affairs.
Since commencing my business in late 2016 I have helped many people as I have outlined above. However, through actively listening to the concerns of my clients I have developed a much broader scope to my business than I initially imagined. For example I have helped small business clients in areas as diverse as researching and writing new business plans and marketing plans; employers have engaged me to provide financial review services for their employees; and I have also diversified into areas like providing information sessions on financial literacy to secondary school students.
As a small business I also have the advantage of being instantly contactable. The immediate nature of contemporary forms of communication means today’s consumers want more or less instant responses to their needs. Unfortunately, the massive size of most financial organisations often counts against them with regard to their capacity to actively and promptly listen to their client’s needs, or for that matter for you to even know who to contact at the bank in the first place.
Most financial institutions also operate in a very sales focused environment, which is often counter- productive to the actual need of their clients. I would be interested to know how many people have come away from a meeting with their banker with another product that they had no idea they “needed”.
Through staying small and really listening to what my clients are telling me I can respond quickly to your needs. Furthermore, if our meeting leads to a realisation that your needs are outside the scope of the services I can provide I have an extensive network of expert finance industry contacts who can also assist.
To help me to maximise the relevance of the services I provide I would love to hear from the people who follow my Facebook and LinkedIn posts. Tell me what your financial needs and concerns are, and together we can proactively take the first steps to assisting you.
M.0407 439 827